Plan Ledger DOL Form 5500 · updated monthly

Hoehn Motors, Inc.401(k)

THE HOEHN RETIREMENT PLAN · CARLSBAD, CA · plan year 2024

Reported admin expense ratio · 2024
0.42%

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

Hoehn Motors, Inc. reported $102,218 in plan administrative expenses for 2024: 0.42% of average plan assets, above the peer median. Employer contributions averaged $0 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 0.25% to 0.42%. 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 3,005th-largest of 9,483 plans among California employers on file, and the 1,174th of 5,215 in retail trade.

Plan summary
Net assets, end of year$25,970,070
Participants with balances487
Active participants412
Employer contributions$0
Employee contributions$2,734,446
Employer contribution per active participant$0
Average account balance$53,327
Benefits paid to participants$3,001,698
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$26.0M · 487 accts
2023$22.6M · 489 accts · $43K emplr
2022$18.5M · 437 accts · $958 emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$42,900
Investment management$59,318
Total administrative$102,218
The Hoehn Motors, Inc. 401(k) match · 2024
Employer contribution per active participant$0
Median for plans this size$2,416
2023$102 per active participant
2022$2 per active participant

Hoehn Motors, Inc.'s 2024 employer contribution ran below the $2,416 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 · 20242
MORGANSTANLEYSMITHBARNEYLLC · Investment advisory (participants)$59,318
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processing$42,900

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$102,218 · 0.42%
2023$90,173 · 0.44%
2022$54,578 · 0.25%
Same employer
Similar plansRetail Trade · California
Friedman's Home Improvement CA$26.8M · 0.38%
Rp Automotive, Inc. CA$26.7M · 0.49%
Carparts.com, Inc. CA$26.6M · 0.53%
Minted, LLC CA$26.3M · 0.10%
Scosche Industries, Inc. CA$25.7M · 0.08%
Stubhub Inc. CA$25.6M · 0.16%
Cf United LLC CA$25.2M · 0.13%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 620628782 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.