Plan Ledger DOL Form 5500 · updated monthly

Gee Automotive Holdings, LLC401(k)

GEE AUTOMOTIVE COMPANIES 401(K) RETIREMENT PLAN · LIBERTY LAKE, WA · plan year 2024

Reported admin expense ratio · 2024
0.41%

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

Gee Automotive Holdings, LLC reported $395,569 in plan administrative expenses for 2024: 0.41% of average plan assets, higher than ~90% of peers. Employer contributions averaged $1,166 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 0.11% to 0.41%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other retail trade employers. By assets it is the 165th-largest of 1,714 plans among Washington employers on file, and the 349th of 5,215 in retail trade. In 2024, employees put in $3.44 for every $1.00 the employer contributed; active participation has grown from 1,848 to 2,177 since 2022.

Plan summary
Net assets, end of year$109,961,541
Participants with balances2,669
Active participants2,177
Employer contributions$2,537,535
Employee contributions$8,736,921
Employer contribution per active participant$1,166
Average account balance$41,200
Benefits paid to participants$8,666,619
Plan auditUnmodified (clean) audit opinion
AuditorPRESNELL GAGE LLC
Plan history3
Yearassets · accounts · employer contribution
2024$110.0M · 2,669 accts · $2.5M emplr
2023$81.4M · 2,430 accts · $2.5M emplr
2022$66.6M · 2,268 accts · $2.4M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$246,462
Investment management$149,107
Total administrative$395,569
The Gee Automotive Holdings, LLC 401(k) match · 2024
Employer contribution per active participant$1,166
Median for plans this size$3,635
2024$1,166 per active participant
2023$1,297 per active participant
2022$1,312 per active participant

Gee Automotive Holdings, LLC's 2024 employer contribution ran below the $3,635 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 · 20244
STANCORP FINANCIAL GROUP · Claims processing · Recordkeeping$228,246
RELIANCE TRUST COMPANY · Recordkeepingindirect comp
LPL FINANCIAL CORPORATION RPCP · Investment advisory (plan)$149,107
PRESNELL GAGE PLLC · Accounting / audit$18,200

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

Recordkeeper by year2
2024RELIANCE TRUST COMPANY, The Standard
2023RELIANCE TRUST COMPANY, The Standard

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

Administrative cost history3
2024$395,569 · 0.41%
2023$371,351 · 0.50%
2022$75,873 · 0.11%
Same employer
Similar plansRetail Trade · Washington
Nordstrom, Inc. WA$4.3B · 0.27%
Getty Images, Inc. WA$310.4M · 0.06%
Tvi, Inc. WA$127.7M · 0.38%
Zones, Inc. WA$109.1M · 0.11%
Yoke's Foods, Inc. WA$95.9M · 0.00%
Rosauers Supermarkets, Inc. WA$84.3M · 0.21%

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Source: U.S. Department of Labor, Form 5500 series, EIN 454157612 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.