Plan Ledger DOL Form 5500 · updated monthly

Joe Rizza Dealer Group401(k)

RIZZA DEALER GROUP SALARY SAVINGS PLAN · ORLAND PARK, IL · plan year 2024

Reported admin expense ratio · 2024
0.75%

Joe Rizza Dealer Group reported $111,385 in plan administrative expenses for 2024: 0.75% of average plan assets, higher than ~90% 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 2 years on file its reported administrative ratio fell from 1.07% to 0.75%. 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 among the smaller plans on file in Illinois (1,945th of 3,702), and the 1,837th of 5,215 in retail trade.

Plan summary
Net assets, end of year$15,728,764
Participants with balances256
Active participants287
Employer contributions—
Employee contributions$1,276,005
Employer contribution per active participant—
Average account balance$61,440
Benefits paid to participants$846,820
Plan auditUnmodified (clean) audit opinion
AuditorJOHNSON, PETEREK & HOWSE, LLC
Plan history3
Yearassets · accounts · employer contribution
2024$15.7M · 256 accts
2023$13.8M · 262 accts
2022$12.0M · 248 accts
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$42,656
Investment management$52,230
Audit (IQPA)$16,499
Total administrative$111,385
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
401K LOGIC · Investment advisory (plan)$52,230
PRINCIPAL LIFE INSURANCE COMPANY · Contract administrator · Loan processing$42,656
JOHNSON, PETEREK & HOWSE · Accounting / audit$16,499

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

Administrative cost history3
2024$111,385 · 0.75%
2023$86,782 · 0.67%
2022$137,954 · 1.07%
Same employer
Similar plansRetail Trade · Illinois
Dan Wolf Automotive Group IL$17.3M · 0.60%
West Jeff Auto Sales IL$16.5M · 0.57%
Rogers Enterprises, Inc. IL$15.9M · 0.67%
Russo Hardware Inc IL$15.5M · 0.39%
Graham C-Stores Company IL$15.3M · 0.08%

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Source: U.S. Department of Labor, Form 5500 series, EIN 362943945 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.