Plan Ledger DOL Form 5500 · updated monthly

Friendly Dodge-Chrysler-Jeep401(k)

FRIENDLY DODGE-CHRYSLER-JEEP, INC. PROFIT SHARING 401(K) PLAN · PENN YAN, NY · plan year 2022

Reported admin expense ratio · 2022
0.32%

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

Friendly Dodge-Chrysler-Jeep reported $8,798 in plan administrative expenses for 2022: 0.32% of average plan assets, below the peer median. Employer contributions averaged $2,089 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.

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 New York (4,939th of 5,648), and 4,391st of 5,215 in retail trade. In 2022, employees put in $1.77 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$2,854,924
Participants with balances86
Active participants123
Employer contributions$256,946
Employee contributions$455,781
Employer contribution per active participant$2,089
Average account balance$33,197
Benefits paid to participants$171,713
Plan auditUnmodified (clean) audit opinion
AuditorALBIN, RANDALL & BENNETT
The Friendly Dodge-Chrysler-Jeep 401(k) match · 2022
Employer contribution per active participant$2,089
Median for plans this size$1,114

Friendly Dodge-Chrysler-Jeep's 2022 employer contribution ran above the $1,114 median for plans its size, placing it in the top 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 history1
2022$8,798 · 0.32%
Similar plansRetail Trade · New York
Pair Eyewear Inc NY$2.9M · 0.51%
Cartessa Aesthetics LLC NY$2.9M · 0.44%
Dennis & Co AG LLC NY$2.8M · 0.52%
Polsinello Fuels, Inc. NY$2.8M · 0.10%

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Source: U.S. Department of Labor, Form 5500 series, EIN 161522844 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.