Plan Ledger DOL Form 5500 · updated monthly

Haselwood Courter Enterprises dba Honda Auto Center401(k)

HASELWOOD COURTER ENTERPRISES DBA HONDA AUTO CENTER 401(K) PLAN · BELLEVUE, WA · plan year 2024

Reported admin expense ratio · 2024
0.41%

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

Haselwood Courter Enterprises dba Honda Auto Center reported $50,560 in plan administrative expenses for 2024: 0.41% of average plan assets, above the peer median. Employer contributions averaged $1,850 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 0.46% to 0.41%. 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 Washington (948th of 1,714), and the 2,195th of 5,215 in retail trade. In 2024, employees put in $1.50 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$12,595,826
Participants with balances140
Active participants99
Employer contributions$183,163
Employee contributions$274,948
Employer contribution per active participant$1,850
Average account balance$89,970
Benefits paid to participants$1,014,554
Plan auditUnmodified (clean) audit opinion
AuditorSWEENEY CONRAD
Plan history3
Yearassets · accounts · employer contribution
2024$12.6M · 140 accts · $183K emplr
2023$12.0M · 181 accts · $195K emplr
2022$10.4M · 178 accts · $186K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$43,060
Audit (IQPA)$7,500
Total administrative$50,560
The Haselwood Courter Enterprises dba Honda Auto Center 401(k) match · 2024
Employer contribution per active participant$1,850
Median for plans this size$2,416
2024$1,850 per active participant
2023$2,079 per active participant
2022$1,982 per active participant

Haselwood Courter Enterprises dba Honda Auto Center'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
SWEENEY CONRAD P S · Accounting / audit$7,500

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$50,560 · 0.41%
2023$51,086 · 0.46%
2022$51,374 · 0.46%
Similar plansRetail Trade · Washington
The Myers Group, LLC WA$12.9M · 0.49%
The Markets, LLC WA$12.8M · 0.58%
Shaub-Ellison Company WA$12.7M · 0.44%
Subaru of Puyallup, Inc. WA$12.5M · 0.23%
Miller-Nicholson Inc. WA$12.2M · 0.19%
Lee Johnson Chevrolet, Inc. WA$12.2M · 0.39%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 911088631 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.