Plan Ledger DOL Form 5500 · updated monthly

Jack Giambalvo Motor Co Inc401(k)

JACK GIAMBALVO MOTOR CO INC 401(K) PROFIT SHARING PLAN & TRUST · YORK, PA · plan year 2024

Reported admin expense ratio · 2024
0.46%

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

Jack Giambalvo Motor Co Inc reported $68,323 in plan administrative expenses for 2024: 0.46% of average plan assets, above the peer median. Employer contributions averaged $1,272 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 0.42% to 0.46%. 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 1,775th-largest of 3,651 plans among Pennsylvania employers on file, and the 1,819th of 5,215 in retail trade. In 2024, employees put in $3.24 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$15,889,960
Participants with balances220
Active participants219
Employer contributions$278,638
Employee contributions$902,874
Employer contribution per active participant$1,272
Average account balance$72,227
Benefits paid to participants$1,231,215
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$15.9M · 220 accts · $279K emplr
2023$14.0M · 219 accts · $273K emplr
2022$12.6M · 218 accts · $289K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$37,365
Investment management$30,098
Trustee / custodial$860
Total administrative$68,323
The Jack Giambalvo Motor Co Inc 401(k) match · 2024
Employer contribution per active participant$1,272
Median for plans this size$2,416
2024$1,272 per active participant
2023$1,365 per active participant
2022$1,412 per active participant

Jack Giambalvo Motor Co 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 · 20243
PAYCHEX, INC. · Recordkeeping$34,645
RBC CAPITAL MARKETS · Investment advisory (participants)$15,794
LPL FINANCIAL · Investment advisory (participants)$11,728

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

Recordkeeper by year2
2024Paychex
2023Paychex, RBC CAPITAL MARKETS

This plan has changed recordkeepers within these filings. If you left Jack Giambalvo Motor Co Inc 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
2024$68,323 · 0.46%
2023$63,459 · 0.48%
2022$55,953 · 0.42%
Same employer
Similar plansRetail Trade · Pennsylvania
Ascendance Trucks, LLC PA$16.7M · 0.39%
Landis Supermarket, Inc. PA$16.0M · 0.64%
Jako Enterprises, LLC PA$15.5M · 0.22%
Civic Automobiles Group PA$15.3M · 0.17%
Garnet Ford, Inc. PA$15.0M · 0.37%

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Source: U.S. Department of Labor, Form 5500 series, EIN 232207372 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.