Plan Ledger DOL Form 5500 · updated monthly

Hpm Auto Group401(k)

HPM AUTO GROUP 401(K) PLAN · IRVINE, CA · plan year 2024

Reported admin expense ratio · 2024
0.08%

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

Hpm Auto Group reported $5,728 in plan administrative expenses for 2024: 0.08% of average plan assets, lower than ~75% of peers. Employer contributions averaged $781 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 0.07% to 0.08%. 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 (5,945th of 9,483), and 2,983rd of 5,215 in retail trade. In 2024, employees put in $4.52 for every $1.00 the employer contributed; active participation has grown from 151 to 265 since 2022.

Plan summary
Net assets, end of year$8,263,017
Participants with balances256
Active participants265
Employer contributions$207,000
Employee contributions$936,180
Employer contribution per active participant$781
Average account balance$32,277
Benefits paid to participants$283,172
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$8.3M · 256 accts · $207K emplr
2023$6.4M · 232 accts · $251K emplr
2022$4.7M · 212 accts · $259K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$3,125
Investment management$1,903
Total administrative$5,728
The Hpm Auto Group 401(k) match · 2024
Employer contribution per active participant$781
Median for plans this size$1,313
2024$781 per active participant
2023$1,696 per active participant
2022$1,715 per active participant

Hpm Auto Group's 2024 employer contribution ran below the $1,313 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 · 20241

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$5,728 · 0.08%
2023$3,252 · 0.06%
2022$3,402 · 0.07%
Similar plansRetail Trade · California
Cowbell Cyber Inc CA$8.4M · 0.10%
Bodega Latina Corporation CA$8.3M · 0.29%
Sacramento Motorcars, LLC CA$8.2M · 1.13%
Puente Hills Hyundai, LLC CA$8.0M · 0.29%
Skybox Security, Inc. CA$8.0M · 0.04%

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Source: U.S. Department of Labor, Form 5500 series, EIN 833393093 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.