Plan Ledger DOL Form 5500 · updated monthly

Indigo Auto Group401(k)

INDIGO AUTO GROUP 401K PLAN · HOUSTON, TX · plan year 2023

Reported admin expense ratio · 2023
0.30%

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

Indigo Auto Group reported $56,480 in plan administrative expenses for 2023: 0.30% of average plan assets, above the peer median. Employer contributions averaged $689 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 has held roughly steady near 0.30%. The plan sits in the $10M–$50M size bracket, benchmarked here against 26,779 comparable plans and shown alongside other retail trade employers. By assets it is the 1,869th-largest of 5,688 plans among Texas employers on file, and the 1,327th of 5,215 in retail trade. In 2023, employees put in $8.42 for every $1.00 the employer contributed; active participation has grown from 683 to 794 since 2022.

Plan summary
Net assets, end of year$22,569,252
Participants with balances531
Active participants794
Employer contributions$546,947
Employee contributions$4,606,653
Employer contribution per active participant$689
Average account balance$42,503
Benefits paid to participants$1,722,705
Plan auditUnmodified (clean) audit opinion
AuditorSVADLENAK SEE & COMPANY P. C.
Plan history3
Yearassets · accounts · employer contribution
2024$0 · $116K emplr
2023$22.6M · 531 accts · $547K emplr
2022$15.5M · 477 accts · $464K emplr
Administrative expenses, itemized · 2023
Recordkeeping & contract admin$14,003
Investment management$42,477
Total administrative$56,480
The Indigo Auto Group 401(k) match · 2023
Employer contribution per active participant$689
Median for plans this size$2,440
2023$689 per active participant
2022$679 per active participant

Indigo Auto Group's 2023 employer contribution ran below the $2,440 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 2023 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20233
ALLIANT INSURANCE AGENCY INC · Recordkeeping · Trustee$42,476
ADP, INC. · Loan processing · Recordkeeping$14,003
ADP BROKER-DEALER · Other servicesindirect comp

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

Recordkeeper by year2
2024ALLIANT INSURANCE AGENCY INC
2023ADP, ALLIANT INSURANCE AGENCY INC

This plan has changed recordkeepers within these filings. If you left Indigo Auto Group before a switch, your account may sit at the earlier firm or in a rollover IRA. Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024Not separately reported
2023$56,480 · 0.30%
2022$44,106 · 0.29%
Same employer
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Tetco, Inc. TX$24.2M · 0.47%
Complete Rx, LTD. TX$23.9M · 0.36%
Auto, Lllp dba Autoinc TX$23.4M · 0.36%
Cavender Cadillac Company TX$23.2M · 0.07%
Calendar Holdings LLC TX$22.5M · 0.23%
Moritz Partners, LP TX$22.3M · 0.23%
Eyemart Express, LLC TX$21.8M · 0.70%

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Source: U.S. Department of Labor, Form 5500 series, EIN 823350700 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.