Plan Ledger DOL Form 5500 · updated monthly

Jackson Automotive Investments, LLC dba Toyota of Rockwall401(k)

JACKSON AUTOMOTIVE GROUP, LLC 401(K) PLAN · ROCKWALL, TX · plan year 2024

Reported admin expense ratio · 2024
0.78%

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

Jackson Automotive Investments, LLC dba Toyota of Rockwall reported $30,868 in plan administrative expenses for 2024: 0.78% of average plan assets, above the peer median. Employer contributions averaged $0 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 1.00% to 0.78%. 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 Texas (4,301st of 5,688), and 4,043rd of 5,215 in retail trade.

Plan summary
Net assets, end of year$4,029,662
Participants with balances249
Active participants286
Employer contributions$0
Employee contributions$472,391
Employer contribution per active participant$0
Average account balance$16,183
Benefits paid to participants$848,375
Plan auditUnmodified (clean) audit opinion
AuditorLANE GORMAN TRUBITT, PLLC
Plan history3
Yearassets · accounts · employer contribution
2024$4.0M · 249 accts
2023$3.9M · 216 accts
2022$3.7M · 137 accts
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$30,868
Total administrative$30,868
The Jackson Automotive Investments, LLC dba Toyota of Rockwall 401(k) match · 2024
Employer contribution per active participant$0
Median for plans this size$1,313

Jackson Automotive Investments, LLC dba Toyota of Rockwall'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
EMPOWER ADVISORY GROUP, LLC · Investment management$3,504
ENVESTNET RETIREMENT SOLUTIONS, LLC · Investment advisory (plan)$2,263
CAMBRIDGE INVESTMENT RESEARCH INCindirect comp

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$30,868 · 0.78%
2023$31,651 · 0.84%
2022$37,881 · 1.00%
Similar plansRetail Trade · Texas
Kinsel Motors, Inc. TX$4.1M · 0.05%
Furniture Concepts, LLC TX$4.1M · 0.78%
Baker Nissan North, Inc. TX$4.0M · 0.02%
Snyder's, LTD. TX$4.0M · 0.18%
Crestview Rv Center TX$4.0M · 2.10%

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Source: U.S. Department of Labor, Form 5500 series, EIN 205048794 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.