Plan Ledger DOL Form 5500 · updated monthly

Jeffrey Automotive Group, Inc.401(k)

JEFFREY AUTOMOTIVE GROUP, INC. RETIREMENT PLAN · ROSEVILLE, MI · plan year 2022

Reported admin expense ratio · 2022
0.23%

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

Jeffrey Automotive Group, Inc. reported $25,801 in plan administrative expenses for 2022: 0.23% of average plan assets, below 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.

The plan sits in the $10M–$50M size bracket, benchmarked here against 26,806 comparable plans and shown alongside other retail trade employers. By assets it is among the smaller plans on file in Michigan (1,561st of 2,619), and 2,688th of 5,215 in retail trade.

Plan summary
Net assets, end of year$9,660,950
Participants with balances92
Active participants82
Employer contributions$0
Employee contributions$366,998
Employer contribution per active participant$0
Average account balance$105,010
Benefits paid to participants$1,518,482
Plan auditUnmodified (clean) audit opinion
AuditorDOEREN MAYHEW
Administrative expenses, itemized · 2022
Recordkeeping & contract admin$25,801
Total administrative$25,801
The Jeffrey Automotive Group, Inc. 401(k) match · 2022
Employer contribution per active participant$0
Median for plans this size$2,266

Jeffrey Automotive Group, Inc.'s 2022 employer contribution ran below the $2,266 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 2022 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Administrative cost history1
2022$25,801 · 0.23%
Similar plansRetail Trade · Michigan
Betten Friendly Motors MI$9.8M · 0.70%
Whisker Holdings, Inc. MI$9.6M · 0.35%
Westborn, Inc. MI$9.6M · 0.67%

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Source: U.S. Department of Labor, Form 5500 series, EIN 382464888 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.