Plan Ledger DOL Form 5500 · updated monthly

Jerrys Chevrolet, Inc.401(k)

JERRY'S AUTOGROUP 401(K) PLAN · BALTIMORE, MD · plan year 2025

Reported admin expense ratio · 2025
0.24%

Jerrys Chevrolet, Inc. reported $17,730 in plan administrative expenses for 2025: 0.24% of average plan assets, lower than ~75% of peers. 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 3 years on file its reported administrative ratio rose from 0.11% to 0.24%. The plan sits in the $1M–$10M size bracket, benchmarked here against 809 comparable plans and shown alongside other retail trade employers. By assets it is among the smaller plans on file in Maryland (1,099th of 1,671), and 3,088th of 5,215 in retail trade. active participation has shrunk from 174 to 86 since 2022.

Plan summary
Net assets, end of year$7,836,711
Participants with balances225
Active participants86
Employer contributions—
Employee contributions$663,911
Employer contribution per active participant—
Average account balance$34,830
Benefits paid to participants$1,250,036
Plan auditUnmodified (clean) audit opinion
AuditorBOYER&RITTER
Plan history4
Yearassets · accounts · employer contribution
2025$7.8M · 225 accts
2024$7.1M · 253 accts
2023$5.7M · 258 accts
2022$4.5M · 256 accts
Administrative expenses, itemized · 2025
Recordkeeping & contract admin$7,730
Audit (IQPA)$10,000
Total administrative$17,730
What these fees cost you

Annual cost at the plan's reported 2025 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20254
BOYER & RITTER · Recordkeeping · Pension consulting$10,000
ADP, INC. · Recordkeeping · Loan processing$7,730
ADP BROKER-DEALER · Other servicesindirect comp
AMERIPRISE · Other servicesindirect comp

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

Recordkeeper by year3
2025ADP, BOYER & RITTER
2024ADP
2023ADP

This plan has changed recordkeepers within these filings. If you left Jerrys Chevrolet, 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 history4
2025$17,730 · 0.24%
2024$8,253 · 0.13%
2023$5,326 · 0.10%
2022$5,360 · 0.11%
Similar plansRetail Trade · Maryland
Preston Ford, Inc. MD$8.9M · 0.94%
Ernest Maier, Inc. MD$8.7M · 0.05%
Timbrook Automotive, Inc. MD$8.0M · 0.77%
J.A. Motorcars, Inc. MD$7.4M · 0.22%
Albert S. Smyth Co., Inc. MD$7.3M · 0.74%
Apple Ford, Inc. MD$7.0M · 0.41%

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Source: U.S. Department of Labor, Form 5500 series, EIN 520685482 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.