Plan Ledger DOL Form 5500 · updated monthly

Grace Wins, LLC401(k)

LEXUS OF WESLEY CHAPEL 401(K) PLAN · WESLEY CHAPEL, FL · plan year 2024

Reported admin expense ratio · 2024
0.79%

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

Grace Wins, LLC reported $58,464 in plan administrative expenses for 2024: 0.79% of average plan assets, above the peer median. Employer contributions averaged $1,273 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 0.73% to 0.79%. 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 Florida (2,035th of 3,644), and 3,075th of 5,215 in retail trade. In 2024, employees put in $5.00 for every $1.00 the employer contributed; active participation has grown from 77 to 94 since 2022.

Plan summary
Net assets, end of year$7,869,141
Participants with balances196
Active participants94
Employer contributions$119,699
Employee contributions$598,983
Employer contribution per active participant$1,273
Average account balance$40,149
Benefits paid to participants$739,258
Plan auditDisclaimer of opinion
AuditorBRUNT, SWEENEY, MATZ, P.A., CPAS
Plan history3
Yearassets · accounts · employer contribution
2024$7.9M · 196 accts · $120K emplr
2023$6.9M · 193 accts · $94K emplr
2022$5.5M · 180 accts · $108K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$41,550
Investment management$16,914
Total administrative$58,464
The Grace Wins, LLC 401(k) match · 2024
Employer contribution per active participant$1,273
Median for plans this size$1,313
2024$1,273 per active participant
2023$1,085 per active participant
2022$1,397 per active participant

Grace Wins, LLC's 2024 employer contribution ran below the $1,313 median for plans its size. 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.

Administrative cost history3
2024$58,464 · 0.79%
2023$48,477 · 0.78%
2022$47,771 · 0.73%
Same employer
Similar plansRetail Trade · Florida
Jeunesse, LLC FL$8.1M · 0.47%
Bozard Ford Company FL$7.9M · 0.08%
Detwilers Operations Inc. FL$7.9M · 0.63%
L.P. Industries, Inc. FL$7.8M · 0.22%

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Source: U.S. Department of Labor, Form 5500 series, EIN 812735016 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.