Plan Ledger DOL Form 5500 · updated monthly

Jeff Wyler Automotive Family, Inc.401(k)

JEFF WYLER AUTOMOTIVE FAMILY, INC. RETIREMENT SAVINGS PLAN AND TRUST · MILFORD, OH · plan year 2024

Reported admin expense ratio · 2024
0.18%

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

Jeff Wyler Automotive Family, Inc. reported $105,764 in plan administrative expenses for 2024: 0.18% of average plan assets, above the peer median. Employer contributions averaged $137 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 0.21% to 0.18%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other retail trade employers. By assets it is the 557th-largest of 3,295 plans among Ohio employers on file, and the 561st of 5,215 in retail trade. In 2024, employees put in $30.55 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$60,914,189
Participants with balances1,627
Active participants1,506
Employer contributions$206,115
Employee contributions$6,295,787
Employer contribution per active participant$137
Average account balance$37,440
Benefits paid to participants$7,424,492
Plan auditUnmodified (clean) audit opinion
AuditorCLARK, SCHAEFER, HACKETT & COMPANY
Plan history3
Yearassets · accounts · employer contribution
2024$60.9M · 1,627 accts · $206K emplr
2023$54.0M · 1,550 accts · $175K emplr
2022$44.2M · 1,613 accts · $250K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$11,963
Investment management$93,801
Total administrative$105,764
The Jeff Wyler Automotive Family, Inc. 401(k) match · 2024
Employer contribution per active participant$137
Median for plans this size$3,635
2024$137 per active participant
2023$121 per active participant
2022$167 per active participant

Jeff Wyler Automotive Family, Inc.'s 2024 employer contribution ran below the $3,635 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 · 20242
CAPITAL GROUP RETIREMENT PLAN SVCS. · Trustee (directed) · Other services$68,725
LPL FINANCIAL, LLC · Investment advisory (plan)$64,560

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$105,764 · 0.18%
2023$109,661 · 0.22%
2022$95,494 · 0.21%
Same employer
Similar plansRetail Trade · Ohio
Big Sandy Furniture, Inc. OH$90.2M · 0.08%
Jim Brown Chevrolet Inc. OH$80.4M · 0.14%
Heinen's, Inc. OH$70.4M · 0.25%
Arhaus, LLC OH$68.3M · 0.28%
Germain Motor Company OH$59.7M · 0.62%
Kenwood Dealer Group, Inc. OH$57.9M · 0.19%
Fyda, Inc. OH$54.7M · 0.53%
Ken Ganley Companies OH$54.0M · 0.21%

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Source: U.S. Department of Labor, Form 5500 series, EIN 310842514 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.