Plan Ledger DOL Form 5500 · updated monthly

Hidden Valley Investments, Inc. dba Quality Chevrolet401(k)

QUALITY CHEVROLET 401(K) RETIREMENT PLAN · ESCONDIDO, CA · plan year 2024

Reported admin expense ratio · 2024
0.54%

Hidden Valley Investments, Inc. dba Quality Chevrolet reported $44,230 in plan administrative expenses for 2024: 0.54% 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 0.47% to 0.54%. 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 California (5,919th of 9,483), and 2,961st of 5,215 in retail trade.

Plan summary
Net assets, end of year$8,373,562
Participants with balances124
Active participants97
Employer contributions—
Employee contributions$500,706
Employer contribution per active participant—
Average account balance$67,529
Benefits paid to participants$1,486,998
Plan auditUnmodified (clean) audit opinion
AuditorHYPERION ACCOUNTING GROUP
Plan history3
Yearassets · accounts · employer contribution
2024$8.4M · 124 accts
2023$8.1M · 124 accts
2022$6.8M · 126 accts
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$44,230
Total administrative$44,230
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
PRINCIPAL LIFE INSURANCE COMPANY · Contract administrator · Loan processing$44,230
CONCURRENT INVESTMENT ADVISORS, LLC · Investment advisory (plan)indirect comp

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$44,230 · 0.54%
2023$39,782 · 0.54%
2022$35,644 · 0.47%
Similar plansRetail Trade · California
Dalton Motors Sd, LLC CA$8.4M · 0.57%
Cowbell Cyber Inc CA$8.4M · 0.10%
Bodega Latina Corporation CA$8.3M · 0.29%
Hpm Auto Group CA$8.3M · 0.08%
Sacramento Motorcars, LLC CA$8.2M · 1.13%

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Source: U.S. Department of Labor, Form 5500 series, EIN 330198308 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.