Plan Ledger DOL Form 5500 · updated monthly

Haselwood Auto Group401(k)

HASELWOOD AUTO GROUP 401(K) PLAN · BREMERTON, WA · plan year 2024

Reported admin expense ratio · 2024
0.66%

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

Haselwood Auto Group reported $192,670 in plan administrative expenses for 2024: 0.66% of average plan assets, higher than ~90% of peers. Employer contributions averaged $1,821 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 0.54% to 0.66%. 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 505th-largest of 1,714 plans among Washington employers on file, and the 990th of 5,215 in retail trade. In 2024, employees put in $3.00 for every $1.00 the employer contributed; active participation has grown from 451 to 503 since 2022.

Plan summary
Net assets, end of year$31,378,956
Participants with balances613
Active participants503
Employer contributions$915,893
Employee contributions$2,743,209
Employer contribution per active participant$1,821
Average account balance$51,189
Benefits paid to participants$3,232,101
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$31.4M · 613 accts · $916K emplr
2023$27.4M · 737 accts · $967K emplr
2022$21.8M · 804 accts · $807K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$192,670
Total administrative$192,670
The Haselwood Auto Group 401(k) match · 2024
Employer contribution per active participant$1,821
Median for plans this size$2,416
2024$1,821 per active participant
2023$2,056 per active participant
2022$1,789 per active participant

Haselwood Auto Group'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
LINCOLN NATIONAL CORPORATION · Contract administrator$168,744
HUNNEX & SHOEMAKER · Contract administrator$47,928

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$192,670 · 0.66%
2023$145,351 · 0.59%
2022$126,236 · 0.54%
Same employer
Similar plansRetail Trade · Washington
Funko, LLC WA$44.9M · 0.13%
Hannah Motor Co., Inc. WA$44.1M · 0.24%
Titus-Will WA$37.1M · 0.86%
Uwajimaya, Inc. WA$36.4M · 0.21%
Wilson Oil, Inc. WA$30.4M · 0.43%
Dunn Lumber Co., Inc. WA$29.9M · 0.51%
Baffetto, Inc. WA$26.9M · 0.14%

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Source: U.S. Department of Labor, Form 5500 series, EIN 910782497 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.