Plan Ledger DOL Form 5500 · updated monthly

Golden Automotive Group LLC401(k)

GOLDEN AUTOMOTIVE GROUP LLC 401(K) PROFIT SHARING PLAN · GOLDEN, CO · plan year 2024

Reported admin expense ratio · 2024
0.59%

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

Golden Automotive Group LLC reported $42,976 in plan administrative expenses for 2024: 0.59% of average plan assets, above the peer median. Employer contributions averaged $0 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 fell from 0.67% to 0.59%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other retail trade employers. By assets it is among the smaller plans on file in Colorado (885th of 1,461), and 3,066th of 5,215 in retail trade. active participation has grown from 125 to 227 since 2022.

Plan summary
Net assets, end of year$7,898,312
Participants with balances212
Active participants227
Employer contributions$0
Employee contributions$583,985
Employer contribution per active participant$0
Average account balance$37,256
Benefits paid to participants$331,565
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$7.9M · 212 accts
2023$6.6M · 206 accts · $208K emplr
2022$5.7M · 217 accts · $96K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$20,952
Investment management$22,024
Total administrative$42,976
The Golden Automotive Group LLC 401(k) match · 2024
Employer contribution per active participant$0
Median for plans this size$1,313
2023$1,308 per active participant
2022$766 per active participant

Golden Automotive Group LLC's 2024 employer contribution ran below the $1,313 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 · 20242
FIRST WESTERN TRUST BANK · Investment advisory (plan)$22,024
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processing$20,952

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$42,976 · 0.59%
2023$42,090 · 0.68%
2022$41,228 · 0.67%
Similar plansRetail Trade · Colorado
Grand Auto, Inc. CO$8.2M · 0.52%
Winston Cole, LLC CO$8.1M · 0.42%
Heuberger Motors, Inc. CO$7.7M · 0.83%
Johnson Auto Sales, Inc. CO$7.4M · 0.72%
Courtesy Auto Group CO$6.8M · 0.22%

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Source: U.S. Department of Labor, Form 5500 series, EIN 841321219 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.