Plan Ledger DOL Form 5500 · updated monthly

John Wiesner, Inc.401(k)

WIESNER AUTOMOTIVE GROUP 401(K) PLAN · CONROE, TX · plan year 2024

Reported admin expense ratio · 2024
0.04%

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

John Wiesner, Inc. reported $5,100 in plan administrative expenses for 2024: 0.04% of average plan assets, lower than ~75% of peers. Employer contributions averaged $1,096 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 fell from 0.06% to 0.04%. 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 the 2,724th-largest of 5,688 plans among Texas employers on file, and the 2,207th of 5,215 in retail trade. In 2024, employees put in $4.11 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$12,514,376
Participants with balances173
Active participants172
Employer contributions$188,566
Employee contributions$774,158
Employer contribution per active participant$1,096
Average account balance$72,337
Benefits paid to participants$952,768
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$12.5M · 173 accts · $189K emplr
2023$11.3M · 171 accts · $213K emplr
2022$10.4M · 181 accts · $228K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$5,100
Total administrative$5,100
The John Wiesner, Inc. 401(k) match · 2024
Employer contribution per active participant$1,096
Median for plans this size$2,416
2024$1,096 per active participant
2023$1,260 per active participant
2022$1,259 per active participant

John Wiesner, Inc.'s 2024 employer contribution ran below the $2,416 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.

Administrative cost history3
2024$5,100 · 0.04%
2023$5,845 · 0.05%
2022$7,283 · 0.06%
Same employer
Similar plansRetail Trade · Texas
Autobahn Imports, LP TX$13.0M · 0.99%
Kent Distributors, Inc. TX$12.9M · 0.71%
Leif Johnson Ford II, LTD TX$12.9M · 0.60%
Henna Chevrolet, LP TX$12.3M · 0.05%
Jim Bass Ford, Inc. TX$12.1M · 0.07%
Principle TX$12.1M · 0.59%

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Source: U.S. Department of Labor, Form 5500 series, EIN 741849677 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.