Plan Ledger DOL Form 5500 · updated monthly

Expressway Dodge, Inc.401(k)

EXPRESSWAY DODGE, INC. 401(K) PLAN · EVANSVILLE, IN · plan year 2024

Reported admin expense ratio · 2024
0.30%

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

Expressway Dodge, Inc. reported $66,047 in plan administrative expenses for 2024: 0.30% of average plan assets, above the peer median. Employer contributions averaged $2,105 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 3 years on file its reported administrative ratio has held roughly steady near 0.30%. 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 513th-largest of 1,562 plans among Indiana employers on file, and the 1,324th of 5,215 in retail trade. In 2024, employees put in $1.57 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$22,595,620
Participants with balances228
Active participants237
Employer contributions$498,877
Employee contributions$785,538
Employer contribution per active participant$2,105
Average account balance$99,104
Benefits paid to participants$3,137,608
Plan auditUnmodified (clean) audit opinion
AuditorWEINZAPFEL & CO LLC
Plan history3
Yearassets · accounts · employer contribution
2024$22.6M · 228 accts · $499K emplr
2023$21.6M · 225 accts · $531K emplr
2022$18.5M · 237 accts · $576K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$34,547
Investment management$23,500
Audit (IQPA)$8,000
Total administrative$66,047
The Expressway Dodge, Inc. 401(k) match · 2024
Employer contribution per active participant$2,105
Median for plans this size$2,416
2024$2,105 per active participant
2023$2,436 per active participant
2022$2,594 per active participant

Expressway Dodge, Inc.'s 2024 employer contribution ran below the $2,416 median for plans its size. 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 · 20243
OLD NATIONAL WEALTH MANAGEMENT · Investment advisory (plan)$23,500
WEINZAPFEL AND COMPANY, LLC · Accounting / audit$8,000

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

Administrative cost history3
2024$66,047 · 0.30%
2023$60,392 · 0.30%
2022$57,974 · 0.29%
Similar plansRetail Trade · Indiana
Dreyer & Reinbold, Inc. IN$26.2M · 0.03%
Indiana Grocery Group, LLC IN$26.1M · 0.57%
Schepel Buick Gmc, Inc. IN$20.8M · 0.43%
Ruxer Ford Lincoln, Inc. IN$18.8M · 0.58%
Tom O'Brien Co. IN$18.1M · 0.37%

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Source: U.S. Department of Labor, Form 5500 series, EIN 351816102 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.