Plan Ledger DOL Form 5500 · updated monthly

Jim Brown Chevrolet Inc.401(k)

JIM BROWN CHEVROLET, INC. DBA CLASSIC CHEVROLET 401(K) PLAN · MENTOR, OH · plan year 2025

Reported admin expense ratio · 2025
0.14%

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

Jim Brown Chevrolet Inc. reported $102,117 in plan administrative expenses for 2025: 0.14% of average plan assets, above the peer median. Employer contributions averaged $310 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 3 years on file its reported administrative ratio fell from 0.18% to 0.14%. The plan sits in the $50M–$250M size bracket, benchmarked here against 605 comparable plans and shown alongside other retail trade employers. By assets it is the 440th-largest of 3,295 plans among Ohio employers on file, and the 444th of 5,215 in retail trade. In 2025, employees put in $17.76 for every $1.00 the employer contributed; active participation has grown from 874 to 974 since 2022.

Plan summary
Net assets, end of year$80,385,749
Participants with balances952
Active participants974
Employer contributions$301,479
Employee contributions$5,355,679
Employer contribution per active participant$310
Average account balance$84,439
Benefits paid to participants$5,987,126
Plan auditUnmodified (clean) audit opinion
AuditorPW PARTNERS
Plan history4
Yearassets · accounts · employer contribution
2025$80.4M · 952 accts · $301K emplr
2024$69.3M · 931 accts · $291K emplr
2023$61.1M · 896 accts · $288K emplr
2022$53.6M · 861 accts · $257K emplr
Administrative expenses, itemized · 2025
Recordkeeping & contract admin$102,117
Total administrative$102,117
The Jim Brown Chevrolet Inc. 401(k) match · 2025
Employer contribution per active participant$310
Median for plans this size$4,093
2025$310 per active participant
2024$305 per active participant
2023$319 per active participant
2022$294 per active participant

Jim Brown Chevrolet Inc.'s 2025 employer contribution ran below the $4,093 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 2025 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20253
CAPITAL GROUP RETIREMENT PLAN SVCS. · Trustee (directed) · Other services$46,367
OSAIC FA INC · Investment advisory (plan)$28,750
OSAIC WEALTH INC · Investment advisory (plan)$27,000

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

Administrative cost history4
2025$102,117 · 0.14%
2024$110,283 · 0.17%
2023$103,763 · 0.18%
2022$103,604 · 0.18%
Same employer
Similar plansRetail Trade · Ohio
Big Sandy Furniture, Inc. OH$128.1M · 0.04%
Devco Holdings, Inc. OH$106.1M · 0.06%
Big Sandy Furniture, Inc. OH$90.2M · 0.08%
Heinen's, Inc. OH$70.4M · 0.25%
Arhaus, LLC OH$68.3M · 0.28%
Germain Motor Company OH$59.7M · 0.62%

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Source: U.S. Department of Labor, Form 5500 series, EIN 341274105 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.