Plan Ledger DOL Form 5500 · updated monthly

Gustman Chevrolet Sales, Inc.401(k)

GUSTMAN EMPLOYEES' PROFIT SHARING AND SAVINGS PLAN · KAUKAUNA, WI · plan year 2024

Reported admin expense ratio · 2024
0.15%

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

Gustman Chevrolet Sales, Inc. reported $52,412 in plan administrative expenses for 2024: 0.15% of average plan assets, below the peer median. Employer contributions averaged $1,671 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 0.15%. 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 541st-largest of 1,936 plans among Wisconsin employers on file, and the 885th of 5,215 in retail trade. In 2024, employees put in $2.79 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$35,825,726
Participants with balances189
Active participants130
Employer contributions$217,293
Employee contributions$606,085
Employer contribution per active participant$1,671
Average account balance$189,554
Benefits paid to participants$3,214,124
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$35.8M · 189 accts · $217K emplr
2023$33.4M · 195 accts · $183K emplr
2022$28.2M · 206 accts · $260K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$1,550
Investment management$50,862
Total administrative$52,412
The Gustman Chevrolet Sales, Inc. 401(k) match · 2024
Employer contribution per active participant$1,671
Median for plans this size$2,416
2024$1,671 per active participant
2023$1,491 per active participant
2022$1,986 per active participant

Gustman Chevrolet Sales, Inc.'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 · 20242
WELLS FARGO ADVISORS LLC · Investment advisory (plan)$50,862
CAPITAL GROUP RETIREMENT PLAN SVCS. · Trustee (directed) · Other services$1,550

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$52,412 · 0.15%
2023$45,611 · 0.15%
2022$51,600 · 0.16%
Same employer
Similar plansRetail Trade · Wisconsin
Batteries Plus, LLC WI$41.1M · 0.27%
Kayser Ford, Inc. WI$36.0M · 0.29%
Boston, Inc. WI$34.3M · 0.02%
Russ Darrow Group, Inc. WI$34.2M · 0.22%
Ewald Automotive Group WI$33.8M · 0.25%

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Source: U.S. Department of Labor, Form 5500 series, EIN 390325130 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.