Plan Ledger DOL Form 5500 · updated monthly

Hennessy Cadillac, Inc.401(k)

HENNESSY 401(K) PLAN · MORROW, GA · plan year 2024

Reported admin expense ratio · 2024
0.16%

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

Hennessy Cadillac, Inc. reported $106,716 in plan administrative expenses for 2024: 0.16% of average plan assets, above the peer median. Employer contributions averaged $914 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 0.15% to 0.16%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other retail trade employers. By assets it is the 357th-largest of 2,160 plans among Georgia employers on file, and the 493rd of 5,215 in retail trade. In 2024, employees put in $4.16 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$71,394,723
Participants with balances656
Active participants899
Employer contributions$821,625
Employee contributions$3,415,990
Employer contribution per active participant$914
Average account balance$108,833
Benefits paid to participants$8,482,251
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$71.4M · 656 accts · $822K emplr
2023$65.3M · 681 accts · $833K emplr
2022$55.3M · 747 accts · $33K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$51,204
Investment management$55,512
Total administrative$106,716
The Hennessy Cadillac, Inc. 401(k) match · 2024
Employer contribution per active participant$914
Median for plans this size$3,635
2024$914 per active participant
2023$912 per active participant
2022$37 per active participant

Hennessy Cadillac, Inc.'s 2024 employer contribution ran below the $3,635 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 · 20243
ONEDIGITAL INVESTMENT ADVISORS LLC · Investment advisory (plan)$28,000
EMPOWER ADVISORY GROUP, LLC · Investment management$27,512

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$106,716 · 0.16%
2023$101,830 · 0.17%
2022$93,150 · 0.15%
Same employer
Similar plansRetail Trade · Georgia
Guardian Pharmacy, LLC GA$91.2M · 0.18%
The Paradies Shops, LLC GA$65.6M · 0.13%
Jim Ellis Atlanta, Inc. GA$62.4M · 0.41%
Rbm of Atlanta, Inc. GA$54.2M · 0.19%

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Source: U.S. Department of Labor, Form 5500 series, EIN 580942545 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.