Plan Ledger DOL Form 5500 · updated monthly

Jerry's Gm, LLC401(k)

JERRY'S GM, LLC 401(K) PLAN · WEATHERFORD, TX · plan year 2024

Reported admin expense ratio · 2024
0.05%

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

Jerry's Gm, LLC reported $8,490 in plan administrative expenses for 2024: 0.05% of average plan assets, lower than ~75% of peers. Employer contributions averaged $1,471 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 0.14% to 0.05%. 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 2,258th-largest of 5,688 plans among Texas employers on file, and the 1,724th of 5,215 in retail trade. In 2024, employees put in $3.42 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$16,873,712
Participants with balances272
Active participants248
Employer contributions$364,842
Employee contributions$1,248,694
Employer contribution per active participant$1,471
Average account balance$62,036
Benefits paid to participants$2,096,528
Plan auditUnmodified (clean) audit opinion
AuditorMILBURN RAY & COMPANY, L.L.P.
Plan history3
Yearassets · accounts · employer contribution
2024$16.9M · 272 accts · $365K emplr
2023$15.7M · 254 accts · $387K emplr
2022$14.2M · 284 accts · $411K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$8,490
Total administrative$8,490
The Jerry's Gm, LLC 401(k) match · 2024
Employer contribution per active participant$1,471
Median for plans this size$2,416
2024$1,471 per active participant
2023$1,681 per active participant
2022$1,636 per active participant

Jerry's Gm, LLC's 2024 employer contribution ran below the $2,416 median for plans its size. 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
TRANSAMERICA FINANCIAL LIFE INSURAN · Recordkeeping · Loan processing$9,110
BENTOAK CAPITAL · Investment advisory (plan)$55,768
LPL FINANCIAL CORPORATION · Investment advisory (plan)$9,628

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

Recordkeeper by year2
2024Transamerica
2023NOVA 401(K) ASSOCIATES LP, Transamerica

This plan has changed recordkeepers within these filings. If you left Jerry's Gm, LLC 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$8,490 · 0.05%
2023$38,974 · 0.26%
2022$21,747 · 0.14%
Similar plansRetail Trade · Texas
James Wood Motors, Inc TX$18.8M · 0.21%
Pack Automotive Group TX$18.5M · 0.57%
Star Furniture Company TX$17.0M · 0.47%
Lux Enterprises, Inc. TX$16.9M · 0.40%
Lewis Food Town, Inc. TX$16.4M · 0.58%
Ccj & Associates, LLC TX$15.9M · 0.09%

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Source: U.S. Department of Labor, Form 5500 series, EIN 364623085 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.