Plan Ledger DOL Form 5500 · updated monthly

Glenbrook Dodge, Inc.401(k)

GLENBROOK AUTOMOTIVE GROUP 401K PLAN · FORT WAYNE, IN · plan year 2024

Reported admin expense ratio · 2024
0.38%

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

Glenbrook Dodge, Inc. reported $55,653 in plan administrative expenses for 2024: 0.38% of average plan assets, above the peer median. Employer contributions averaged $721 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 0.32% to 0.38%. 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 695th-largest of 1,562 plans among Indiana employers on file, and the 1,840th of 5,215 in retail trade. In 2024, employees put in $4.54 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$15,704,918
Participants with balances268
Active participants330
Employer contributions$238,033
Employee contributions$1,081,452
Employer contribution per active participant$721
Average account balance$58,600
Benefits paid to participants$1,206,955
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$15.7M · 268 accts · $238K emplr
2023$13.8M · 246 accts · $280K emplr
2022$11.5M · 229 accts · $286K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$5,000
Investment management$50,653
Total administrative$55,653
The Glenbrook Dodge, Inc. 401(k) match · 2024
Employer contribution per active participant$721
Median for plans this size$2,416
2024$721 per active participant
2023$865 per active participant
2022$929 per active participant

Glenbrook Dodge, 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 · 20244
WORLD INVESTMENT ADVISORS LLC · Investment advisory (plan)$25,000
RETIREMENT PLAN CONCEPTS & SERVICES · Contract administrator$18,156
EMPOWER ADVISORY GROUP, LLC · Investment management$7,802

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$55,653 · 0.38%
2023$51,154 · 0.40%
2022$40,046 · 0.32%
Same employer
Similar plansRetail Trade · Indiana
Bosak Motor Sales Inc IN$16.5M · 0.47%
O'Daniel Automotive, Inc. IN$16.0M · 0.50%
Romain Buick, Inc. IN$14.8M · 0.77%
Lids Holdings Inc. IN$14.5M · 1.07%
Basney Imports, Inc. IN$14.2M · 0.06%
Aaag Holdings, Inc. IN$14.1M · 0.13%

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Source: U.S. Department of Labor, Form 5500 series, EIN 351446777 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.