Plan Ledger DOL Form 5500 · updated monthly

Fiesta Management Group Inc.401(k)

BERT OGDEN AUTO GROUP 401(K) PLAN · MCALLEN, TX · plan year 2022

Reported admin expense ratio · 2022
0.24%

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

Fiesta Management Group Inc. reported $2,588 in plan administrative expenses for 2022: 0.24% of average plan assets, below the peer median. Employer contributions averaged $149 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 0.60% to 0.24%. The plan sits in the $1M–$10M size bracket, benchmarked here against 30,021 comparable plans and shown alongside other retail trade employers. By assets it is among the smaller plans on file in Texas (5,129th of 5,688), and 4,843rd of 5,215 in retail trade. In 2022, employees put in $2.90 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$1,395,128
Participants with balances51
Active participants938
Employer contributions$140,141
Employee contributions$406,395
Employer contribution per active participant$149
Average account balance$27,355
Benefits paid to participants$55,090
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2022$1.4M · 51 accts · $140K emplr
2020$254K · 38 accts · $30K emplr
2019$1K
Administrative expenses, itemized · 2022
Recordkeeping & contract admin$2,588
Total administrative$2,588
The Fiesta Management Group Inc. 401(k) match · 2022
Employer contribution per active participant$149
Median for plans this size$1,114
2022$149 per active participant
2020$30 per active participant

Fiesta Management Group Inc.'s 2022 employer contribution ran below the $1,114 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 2022 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Administrative cost history3
2022$2,588 · 0.24%
2020$769 · 0.60%
2019Not separately reported
Similar plansRetail Trade · Texas
Fort Worth Motorcars, LP TX$1.6M · 0.48%
Jackson Pottery, Inc. TX$1.4M · 0.62%
Sable Construction, Inc. TX$1.4M · 0.05%
Lebco Industries LP TX$1.3M · 0.77%
FOB1 LLC TX$1.3M · 0.07%

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Source: U.S. Department of Labor, Form 5500 series, EIN 825027053 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.