Plan Ledger DOL Form 5500 · updated monthly

Jim Trenary Chevrolet, Inc.401(k)

JIM TRENARY CHEVROLET GEO, INC. 401K PLAN · O FALLON, MO · plan year 2022

Reported admin expense ratio · 2022
0.99%

Jim Trenary Chevrolet, Inc. reported $18,601 in plan administrative expenses for 2022: 0.99% of average plan assets, higher 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.

The plan sits in the $1M–$10M size bracket, benchmarked here against 30,021 comparable plans and shown alongside other retail trade employers. By assets it is among the smaller plans on file in Missouri (1,278th of 1,393), and 4,740th of 5,215 in retail trade.

Plan summary
Net assets, end of year$1,738,671
Participants with balances65
Active participants90
Employer contributions—
Employee contributions$291,468
Employer contribution per active participant—
Average account balance$26,749
Benefits paid to participants$244,960
Plan auditUnmodified (clean) audit opinion
Administrative expenses, itemized · 2022
Professional / advisory$18,601
Total administrative$18,601
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$18,601 · 0.99%
Similar plansRetail Trade · Missouri
G and W Foods, Inc. MO$1.9M · 0.92%
G5 Enterprises, Inc MO$1.8M · 0.44%
W-K Chevrolet, Inc. MO$1.4M · 0.20%
Elg Palladium Group, LLC MO$1.3M · 1.26%
Gier Oil Company, Inc. MO$1.3M · 0.62%

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Source: U.S. Department of Labor, Form 5500 series, EIN 431655168 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.