Plan Ledger DOL Form 5500 · updated monthly

Frank Bommarito Oldsmobile, Inc.401(k)

BOMMARITO AUTOMOTIVE GROUP 401(K) RETIREMENT PLAN · ELLISVILLE, MO · plan year 2024

Reported admin expense ratio · 2024
0.25%

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

Frank Bommarito Oldsmobile, Inc. reported $72,382 in plan administrative expenses for 2024: 0.25% of average plan assets, below the peer median. Employer contributions averaged $287 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 0.23% 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 458th-largest of 1,393 plans among Missouri employers on file, and the 1,048th of 5,215 in retail trade. In 2024, employees put in $16.83 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$29,629,176
Participants with balances389
Active participants439
Employer contributions$125,791
Employee contributions$2,117,576
Employer contribution per active participant$287
Average account balance$76,168
Benefits paid to participants$3,623,205
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$29.6M · 389 accts · $126K emplr
2023$27.4M · 439 accts · $144K emplr
2022$22.3M · 498 accts · $306K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$72,382
Total administrative$72,382
The Frank Bommarito Oldsmobile, Inc. 401(k) match · 2024
Employer contribution per active participant$287
Median for plans this size$2,416
2024$287 per active participant
2023$304 per active participant
2022$648 per active participant

Frank Bommarito Oldsmobile, Inc.'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 · 20243
PRINCIPAL LIFE INSURANCE COMPANY · Contract administrator · Loan processing$72,382
WELLS FARGO CLEARING SVCS (WF ADVS) · Investment advisory (plan)indirect comp
MORNINGSTAR INVESTMENT MANAGEMENT L · Investment advisory (participants)indirect comp

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$72,382 · 0.25%
2023$65,715 · 0.26%
2022$56,188 · 0.23%
Same employer
Similar plansRetail Trade · Missouri
Wallis Companies MO$40.8M · 0.46%
Arrow Truck Sales, Inc. MO$38.9M · 0.06%
Etrailer Corporation MO$32.0M · 0.23%
Cable Dahmer Chevrolet Inc. MO$31.3M · 0.29%
Nu Way Concrete Forms, Inc. MO$28.9M · 0.38%
Gibbs Technology Company MO$27.0M · 0.45%
Color-Art Palette, Inc. MO$26.3M · 0.23%
Rpcs, Inc. MO$25.8M

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Source: U.S. Department of Labor, Form 5500 series, EIN 430969891 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.