Plan Ledger DOL Form 5500 · updated monthly

Family Dealership Group, LLC401(k)

FAMILY DEALERSHIP GROUP EMPLOYEE SAVINGS PLAN · BURLESON, TX · plan year 2024

Reported admin expense ratio · 2024
1.01%

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

Family Dealership Group, LLC reported $49,210 in plan administrative expenses for 2024: 1.01% of average plan assets, higher than ~75% of peers. Employer contributions averaged $383 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 rose from 0.50% to 1.01%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other retail trade employers. By assets it is among the smaller plans on file in Texas (3,971st of 5,688), and 3,677th of 5,215 in retail trade. In 2024, employees put in $7.01 for every $1.00 the employer contributed; active participation has grown from 186 to 253 since 2022.

Plan summary
Net assets, end of year$5,313,003
Participants with balances224
Active participants253
Employer contributions$96,852
Employee contributions$678,941
Employer contribution per active participant$383
Average account balance$23,719
Benefits paid to participants$526,311
Plan auditUnmodified (clean) audit opinion
Plan history4
Yearassets · accounts · employer contribution
2025$0 · $15K emplr
2024$5.3M · 224 accts · $97K emplr
2023$4.5M · 229 accts · $92K emplr
2022$3.3M · 230 accts · $102K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$25,580
Investment management$23,630
Total administrative$49,210
The Family Dealership Group, LLC 401(k) match · 2024
Employer contribution per active participant$383
Median for plans this size$1,313
2024$383 per active participant
2023$379 per active participant
2022$550 per active participant

Family Dealership Group, LLC's 2024 employer contribution ran below the $1,313 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 · 20242
ASCENSUS LLC · Loan processing · Recordkeeping$25,580
KESTRA ADVISORY · Investment advisory (plan)$23,630

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

Recordkeeper by year3
2025Ascensus
2024Ascensus
2023Ascensus

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

Administrative cost history4
2025Not separately reported
2024$49,210 · 1.01%
2023$10,904 · 0.28%
2022$16,882 · 0.50%
Same employer
Similar plansRetail Trade · Texas
Benny Boyd, LTD. TX$5.4M · 0.14%
Staccato 2011, LLC TX$5.4M · 0.75%
Vbm Acquisition, LLC TX$5.2M · 0.15%
Ultara Holdings, Inc. TX$5.2M · 0.47%
Grunt Style, LLC TX$5.2M · 1.21%
Huckberry, Inc. TX$5.2M · 0.18%

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Source: U.S. Department of Labor, Form 5500 series, EIN 471341328 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.