Plan Ledger DOL Form 5500 · updated monthly

George Chevrolet401(k)

GEORGE CHEVROLET RETIREMENT PLAN · BELLFOLOWER, CA · plan year 2022

Reported admin expense ratio · 2022
0.72%

George Chevrolet reported $19,998 in plan administrative expenses for 2022: 0.72% of average plan assets, above the peer median. 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 California (8,005th of 9,483), and 4,466th of 5,215 in retail trade.

Plan summary
Net assets, end of year$2,673,432
Participants with balances51
Active participants132
Employer contributions—
Employee contributions$351,039
Employer contribution per active participant—
Average account balance$52,420
Benefits paid to participants$22,161
Plan auditUnmodified (clean) audit opinion
Administrative expenses, itemized · 2022
Investment management$19,224
Total administrative$19,998
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$19,998 · 0.72%
Similar plansRetail Trade · California
Amain Com Inc CA$2.8M · 1.06%
Smothers & White, Inc. CA$2.8M · 0.58%
Simpson Irvine, Inc. CA$2.7M · 0.58%
Kdw Automotive Inc. CA$2.7M · 0.60%
Hardin Enterprises, Inc. CA$2.6M · 1.22%

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Source: U.S. Department of Labor, Form 5500 series, EIN 952127421 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.