Plan Ledger DOL Form 5500 · updated monthly

Ewald Automotive Group401(k)

EWALD AUTOMOTIVE GROUP RETIREMENT PLAN · DELAFIELD, WI · plan year 2024

Reported admin expense ratio · 2024
0.25%

Peer grade: C+ · admin costs + employer contributions vs same-size plans · how grading works

Ewald Automotive Group reported $76,886 in plan administrative expenses for 2024: 0.25% of average plan assets, below the peer median. Employer contributions averaged $639 per active participant. This ratio covers administrative expenses reported on the plan's Schedule H only; fund-level expense ratios are not included in public structured data — see methodology.

Across the 2 years on file its reported administrative ratio fell from 0.29% to 0.25%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other retail trade employers. By assets it is the 569th-largest of 1,936 plans among Wisconsin employers on file, and the 937th of 5,215 in retail trade. In 2024, employees put in $6.43 for every $1.00 the employer contributed; active participation has grown from 310 to 442 since 2022.

Plan summary
Net assets, end of year$33,828,793
Participants with balances488
Active participants442
Employer contributions$282,257
Employee contributions$1,814,141
Employer contribution per active participant$639
Average account balance$69,321
Benefits paid to participants$1,744,568
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$33.8M · 488 accts · $282K emplr
2023$28.8M · 472 accts · $301K emplr
2022$24.1M · 432 accts · $269K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$52,992
Investment management$8,804
Audit (IQPA)$15,090
Total administrative$76,886
The Ewald Automotive Group 401(k) match · 2024
Employer contribution per active participant$639
Median for plans this size$2,416
2024$639 per active participant
2023$752 per active participant
2022$868 per active participant

Ewald Automotive Group's 2024 employer contribution ran below the $2,416 median for plans its size, in the bottom quarter of its peers. Filings report dollars actually contributed, not the match formula; the formula itself (for example, 50% of the first 6% of pay) lives in the plan's summary plan description from HR.

What these fees cost you

Annual cost at the plan's reported 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20244
ONEAMERICA RETIREMENT SERVICES LLC · Recordkeeping · Loan processing$52,992
BAKER TILLY US, LLP · Accounting / audit$15,090
ONEAMERICA INVESTMENT ADVISORY SVCS · Investment management$8,804
MATRIX TRUST COMPANY · Custodial (securities) · Trusteeindirect comp

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Recordkeeper by year2
2024OneAmerica
2023OneAmerica

Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$76,886 · 0.25%
2023$74,820 · 0.28%
2022$78,267 · 0.29%
Same employer
Similar plansRetail Trade · Wisconsin
Boston, Inc. WI$34.3M · 0.02%
Russ Darrow Group, Inc. WI$34.2M · 0.22%
Buffalo Holding Company WI$33.5M · 0.08%
Acp Creativit, LLC WI$33.2M · 0.41%
Silver Star Brands, Inc. WI$33.0M · 0.36%
Markquart, Inc. WI$32.2M · 0.76%

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Source: U.S. Department of Labor, Form 5500 series, EIN 391766730 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.