Plan Ledger DOL Form 5500 · updated monthly

John Jones Chevrolet Buick Cadillac of Salem, In401(k)

JOHN JONES AUTO GROUP 401(K) PLAN · SALEM, IN · plan year 2024

Reported admin expense ratio · 2024
0.56%

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

John Jones Chevrolet Buick Cadillac of Salem, In reported $49,039 in plan administrative expenses for 2024: 0.56% of average plan assets, above the peer median. Employer contributions averaged $168 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 rose from 0.53% to 0.56%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other retail trade employers. By assets it is among the smaller plans on file in Indiana (915th of 1,562), and 2,764th of 5,215 in retail trade. In 2024, employees put in $21.59 for every $1.00 the employer contributed; active participation has grown from 128 to 179 since 2022.

Plan summary
Net assets, end of year$9,375,015
Participants with balances150
Active participants179
Employer contributions$30,140
Employee contributions$650,596
Employer contribution per active participant$168
Average account balance$62,500
Benefits paid to participants$289,666
Plan auditUnmodified (clean) audit opinion
AuditorMONROE SHINE & CO., INC.
Plan history3
Yearassets · accounts · employer contribution
2024$9.4M · 150 accts · $30K emplr
2023$8.2M · 144 accts · $61K emplr
2022$6.6M · 133 accts · $67K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$49,039
Total administrative$49,039
The John Jones Chevrolet Buick Cadillac of Salem, In 401(k) match · 2024
Employer contribution per active participant$168
Median for plans this size$1,313
2024$168 per active participant
2023$367 per active participant
2022$521 per active participant

John Jones Chevrolet Buick Cadillac of Salem, In's 2024 employer contribution ran below the $1,313 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 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20243
CBIZ BENEFITS & INS SERVICES INC$7,254
LASALLE STREET SECURITIES LLCindirect comp

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$49,039 · 0.56%
2023$39,981 · 0.54%
2022$37,389 · 0.53%
Same employer
Similar plansRetail Trade · Indiana
Van Ausdall & Farrar Inc. IN$10.4M · 0.50%
Stoops Automotive Group IN$10.2M · 0.33%
Heritage Petroleum, LLC IN$10.0M · 0.45%
The Blakley Corporation IN$9.1M · 0.58%
Parke-Bell LTD Inc. IN$9.0M · 0.00%
Sternberg, Inc. IN$8.8M · 0.64%

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Source: U.S. Department of Labor, Form 5500 series, EIN 351517601 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.