Plan Ledger DOL Form 5500 · updated monthly

Holzhauer Auto & Truck Sales, Inc.401(k)

HOLZHAUER 401(K) AND PROFIT SHARING PLAN · NASHVILLE, IL · plan year 2024

Reported admin expense ratio · 2024
0.59%

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

Holzhauer Auto & Truck Sales, Inc. reported $24,186 in plan administrative expenses for 2024: 0.59% of average plan assets, above the peer median. Employer contributions averaged $165 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 fell from 0.64% to 0.59%. 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 Illinois (3,045th of 3,702), and 3,967th of 5,215 in retail trade. In 2024, employees put in $13.47 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$4,292,867
Participants with balances102
Active participants206
Employer contributions$33,968
Employee contributions$457,498
Employer contribution per active participant$165
Average account balance$42,087
Benefits paid to participants$684,294
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$4.3M · 102 accts · $34K emplr
2023$3.9M · 111 accts · $36K emplr
2022$3.2M · 106 accts · $37K emplr
Administrative expenses, itemized · 2024
Investment management$24,186
Total administrative$24,186
The Holzhauer Auto & Truck Sales, Inc. 401(k) match · 2024
Employer contribution per active participant$165
Median for plans this size$1,313
2024$165 per active participant
2023$171 per active participant
2022$193 per active participant

Holzhauer Auto & Truck Sales, Inc.'s 2024 employer contribution ran below the $1,313 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 · 20244
JULY BUSINESS SERVICES, LLC · Recordkeeping$3,483
LINCOLN NATIONAL CORPORATION · Contract administrator$15,254
STADION MONEY MANAGEMENT · Investment advisory (participants)$4,103
LEGACY FINANCIAL STRATEGIES LLC/SAM · Investment advisory (plan)$1,346

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Recordkeeper by year2
2024July Business Services
2023July Business Services

Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$24,186 · 0.59%
2023$24,649 · 0.69%
2022$21,266 · 0.64%
Similar plansRetail Trade · Illinois
Rev Up Brands, LLC IL$4.6M · 0.08%
Tcc Wireless, LLC IL$4.3M · 1.69%
Berkot LTD. IL$4.3M · 0.44%
Meyer Oil Company IL$4.2M · 0.02%

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Source: U.S. Department of Labor, Form 5500 series, EIN 371027077 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.