Plan Ledger DOL Form 5500 · updated monthly

Heuberger Motors, Inc.401(k)

HEUBERGER MOTORS, INC. 401(K) PLAN · COLORADO SPRINGS, CO · plan year 2024

Reported admin expense ratio · 2024
0.83%

Heuberger Motors, Inc. reported $58,950 in plan administrative expenses for 2024: 0.83% of average plan assets, above the peer median. 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 0.57% to 0.83%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other retail trade employers. By assets it is among the smaller plans on file in Colorado (898th of 1,461), and 3,124th of 5,215 in retail trade. In 2024, employees put in $3.08 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$7,657,374
Participants with balances0
Active participants0
Employer contributions$179,784
Employee contributions$554,023
Employer contribution per active participant—
Average account balance—
Benefits paid to participants$353,113
Plan history2
Yearassets · accounts · employer contribution
2024$7.7M · $180K emplr
2022$5.4M · 98 accts · $120K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$49,491
Total administrative$58,950
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.

Administrative cost history2
2024$58,950 · 0.83%
2022$32,064 · 0.57%
Same employer
Similar plansRetail Trade · Colorado
Grand Auto, Inc. CO$8.2M · 0.52%
Winston Cole, LLC CO$8.1M · 0.42%
Johnson Auto Sales, Inc. CO$7.4M · 0.72%
Courtesy Auto Group CO$6.8M · 0.22%
Big R Holdings, Inc. CO$6.5M · 1.18%

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Source: U.S. Department of Labor, Form 5500 series, EIN 840604481 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.