Plan Ledger DOL Form 5500 · updated monthly

Kahlig Enterprises, Inc. dba Bluebonnet Motors401(k)

KAHLIG ENTERPRISES, INC. DBA BLUEBONNET MOTORS 401(K) PLAN · NEW BRAUNFELS, TX · plan year 2024

Reported admin expense ratio · 2024
0.29%

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

Kahlig Enterprises, Inc. dba Bluebonnet Motors reported $57,214 in plan administrative expenses for 2024: 0.29% of average plan assets, above the peer median. Employer contributions averaged $1,280 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 has held roughly steady near 0.293%. 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 2,017th-largest of 5,688 plans among Texas employers on file, and the 1,451st of 5,215 in retail trade. In 2024, employees put in $4.28 for every $1.00 the employer contributed; active participation has grown from 222 to 246 since 2022.

Plan summary
Net assets, end of year$20,079,250
Participants with balances364
Active participants246
Employer contributions$315,000
Employee contributions$1,348,280
Employer contribution per active participant$1,280
Average account balance$55,163
Benefits paid to participants$1,529,261
Plan auditUnmodified (clean) audit opinion
AuditorAPRIO, LLP
Plan history3
Yearassets · accounts · employer contribution
2024$20.1M · 364 accts · $315K emplr
2023$19.0M · 358 accts · $303K emplr
2022$17.1M · 316 accts · $290K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$30,706
Investment management$26,508
Total administrative$57,214
The Kahlig Enterprises, Inc. dba Bluebonnet Motors 401(k) match · 2024
Employer contribution per active participant$1,280
Median for plans this size$2,416
2024$1,280 per active participant
2023$1,272 per active participant
2022$1,306 per active participant

Kahlig Enterprises, Inc. dba Bluebonnet Motors'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.

Service providers · 20242
MORGAN STANLEY · Investment advisory (plan)$26,508

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$57,214 · 0.29%
2023$51,757 · 0.29%
2022$50,752 · 0.29%
Similar plansRetail Trade · Texas
Sames Motor Company, Inc. TX$21.0M · 0.61%
Fred Haas Motors, LTD. TX$19.0M · 0.42%
Specs Family Partners, LTD. TX$18.9M · 2.85%
Casa Nissan, Inc. TX$18.9M · 0.59%

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Source: U.S. Department of Labor, Form 5500 series, EIN 742340992 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.