Plan Ledger DOL Form 5500 · updated monthly

Kendall Dealership Holdings, LLC401(k)

KENDALL AUTOMOTIVE GROUP EMPLOYEES' RETIREMENT PLAN · MERIDIAN, ID · plan year 2024

Reported admin expense ratio · 2024
0.22%

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

Kendall Dealership Holdings, LLC reported $161,149 in plan administrative expenses for 2024: 0.22% of average plan assets, above the peer median. Employer contributions averaged $206 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 0.23% to 0.22%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other retail trade employers. By assets it is the 31st-largest of 349 plans among Idaho employers on file, and the 446th of 5,215 in retail trade. In 2024, employees put in $16.94 for every $1.00 the employer contributed; active participation has grown from 1,815 to 2,621 since 2022.

Plan summary
Net assets, end of year$80,197,623
Participants with balances2,192
Active participants2,621
Employer contributions$540,002
Employee contributions$9,144,946
Employer contribution per active participant$206
Average account balance$36,587
Benefits paid to participants$9,339,545
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$80.2M · 2,192 accts · $540K emplr
2023$69.3M · 1,922 accts · $500K emplr
2022$56.5M · 1,783 accts · $458K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$108,288
Investment management$52,861
Total administrative$161,149
The Kendall Dealership Holdings, LLC 401(k) match · 2024
Employer contribution per active participant$206
Median for plans this size$3,635
2024$206 per active participant
2023$263 per active participant
2022$252 per active participant

Kendall Dealership Holdings, LLC's 2024 employer contribution ran below the $3,635 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
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processing$108,288
MORGAN STANLEY SMITH BARNEY LLC · Investment advisory (participants)$52,861

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$161,149 · 0.22%
2023$143,942 · 0.23%
2022$134,755 · 0.23%
Same employer
Similar plansRetail Trade · Idaho
Winco Holdings, Inc. ID$5.0B · 0.00%
Norco, Inc. ID$196.2M
The Terteling Company, Inc. ID$183.2M · 0.18%
Melaleuca, Inc. ID$139.8M · 0.24%
Scentsy, Inc. ID$75.8M · 0.29%
Jacksons Food Stores, Inc. ID$50.7M · 0.32%
Parker Motors, Inc. ID$43.8M · 0.33%
Scandinavian Designs, Inc. ID$41.1M · 0.49%

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Source: U.S. Department of Labor, Form 5500 series, EIN 200641188 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.