Plan Ledger DOL Form 5500 · updated monthly

Graham C-Stores CompanyProfit-sharing plan

GRAHAM C-STORES CO. PROFIT SHARING PLAN · WADSWORTH, IL · plan year 2024

Reported admin expense ratio · 2024
0.08%

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

Graham C-Stores Company reported $12,251 in plan administrative expenses for 2024: 0.08% of average plan assets, lower than ~75% of peers. Employer contributions averaged $2,185 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 3 years on file its reported administrative ratio has held roughly steady near 0.083%. 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 among the smaller plans on file in Illinois (1,973rd of 3,702), and the 1,873rd of 5,215 in retail trade.

Plan summary
Net assets, end of year$15,321,315
Participants with balances326
Active participants205
Employer contributions$447,990
Employee contributions—
Employer contribution per active participant$2,185
Average account balance$46,998
Benefits paid to participants$1,410,881
Plan auditUnmodified (clean) audit opinion
AuditorFGMK, LLC
Plan history3
Yearassets · accounts · employer contribution
2024$15.3M · 326 accts · $448K emplr
2023$14.3M · 325 accts · $410K emplr
2022$12.6M · 320 accts · $422K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$12,095
Investment management$156
Total administrative$12,251
Employer contributions to the Graham C-Stores Company plan · 2024
Employer contribution per active participant$2,185
Median for plans this size$2,416
2024$2,185 per active participant
2023$2,159 per active participant
2022$2,186 per active participant

Graham C-Stores Company's 2024 employer contribution ran below the $2,416 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.

Service providers · 20241
CORRELL CO. · Recordkeeping · Loan processing$12,095

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

Recordkeeper by year2
2024CORRELL CO.
2023CORRELL CO.

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

Administrative cost history3
2024$12,251 · 0.08%
2023$8,636 · 0.06%
2022$10,796 · 0.08%
Similar plansRetail Trade · Illinois
Rogers Enterprises, Inc. IL$15.9M · 0.67%
Joe Rizza Dealer Group IL$15.7M · 0.75%
Russo Hardware Inc IL$15.5M · 0.39%
Murgado Motor Werks LLC IL$14.9M · 0.07%
Raymond Chevrolet, Inc. IL$14.9M · 0.44%
Highland Park Motors, Inc. IL$14.9M · 0.04%

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Source: U.S. Department of Labor, Form 5500 series, EIN 363830551 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.