Plan Ledger DOL Form 5500 · updated monthly

Hacienda Motors, LTD. dba Mercedes-Benz of Pleasanton401(k)

HACIENDA MOTORS, LTD. DBA MERCEDES-BENZ OF PLEASANTON 401(K) PLAN · PLEASANTON, CA · plan year 2024

Reported admin expense ratio · 2024
0.32%

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

Hacienda Motors, LTD. dba Mercedes-Benz of Pleasanton reported $41,116 in plan administrative expenses for 2024: 0.32% of average plan assets, above the peer median. Employer contributions averaged $749 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 0.30% to 0.32%. 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 4,601st-largest of 9,483 plans among California employers on file, and the 2,032nd of 5,215 in retail trade. In 2024, employees put in $6.54 for every $1.00 the employer contributed; active participation has grown from 147 to 171 since 2022.

Plan summary
Net assets, end of year$13,883,698
Participants with balances139
Active participants171
Employer contributions$128,128
Employee contributions$838,220
Employer contribution per active participant$749
Average account balance$99,883
Benefits paid to participants$489,832
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$13.9M · 139 accts · $128K emplr
2023$11.9M · 113 accts · $133K emplr
2022$10.1M · 106 accts · $112K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$41,116
Total administrative$41,116
The Hacienda Motors, LTD. dba Mercedes-Benz of Pleasanton 401(k) match · 2024
Employer contribution per active participant$749
Median for plans this size$2,416
2024$749 per active participant
2023$863 per active participant
2022$764 per active participant

Hacienda Motors, LTD. dba Mercedes-Benz of Pleasanton'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 · 20241
ADP, INC. · Loan processing · Recordkeeping$12,310

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$41,116 · 0.32%
2023$35,740 · 0.33%
2022$32,292 · 0.30%
Same employer
Similar plansRetail Trade · California
Toyota of Santa Maria CA$14.1M · 0.62%
Dean Vistnes MD Inc CA$13.9M · 0.03%
Zaheri Group CA$13.9M · 0.72%
Santa Margarita Ford CA$13.3M · 0.07%
Dollar Shave Club CA$13.2M · 0.31%

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Source: U.S. Department of Labor, Form 5500 series, EIN 943035344 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.