Plan Ledger DOL Form 5500 · updated monthly

Home Run Auto Group401(k)

HOME RUN AUTO GROUP 401(K) PLAN · JANESVILLE, WI · plan year 2024

Reported admin expense ratio · 2024
0.53%

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

Home Run Auto Group reported $68,400 in plan administrative expenses for 2024: 0.53% of average plan assets, higher than ~75% of peers. Employer contributions averaged $1,502 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 0.50% to 0.53%. 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 among the smaller plans on file in Wisconsin (1,132nd of 1,936), and the 2,100th of 5,215 in retail trade. In 2024, employees put in $4.04 for every $1.00 the employer contributed; active participation has grown from 139 to 168 since 2022.

Plan summary
Net assets, end of year$13,239,504
Participants with balances263
Active participants168
Employer contributions$252,374
Employee contributions$1,019,082
Employer contribution per active participant$1,502
Average account balance$50,340
Benefits paid to participants$2,041,710
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$13.2M · 263 accts · $252K emplr
2023$12.7M · 270 accts · $243K emplr
2022$11.4M · 279 accts · $240K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$46,628
Investment management$2,233
Audit (IQPA)$19,539
Total administrative$68,400
The Home Run Auto Group 401(k) match · 2024
Employer contribution per active participant$1,502
Median for plans this size$2,416
2024$1,502 per active participant
2023$1,559 per active participant
2022$1,726 per active participant

Home Run Auto Group's 2024 employer contribution ran below the $2,416 median for plans its size. 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
BAKER TILLY VIRCHOW KRAUSE, LLP · Accounting / audit$19,539
EMPOWER ADVISORY GROUP, LLC · Investment management$2,234

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$68,400 · 0.53%
2023$62,964 · 0.52%
2022$62,914 · 0.50%
Similar plansRetail Trade · Wisconsin
Holz Motors, Inc WI$13.8M · 0.27%
Swiderski Equipment, Inc. WI$13.5M · 0.47%
Heiser Ford, Inc. WI$13.2M · 0.55%
Metcalfe Markets Inc WI$13.2M · 0.40%

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Source: U.S. Department of Labor, Form 5500 series, EIN 391173671 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.