Plan Ledger DOL Form 5500 · updated monthly

Larry Roesch Family Auto Group401(k)

LARRY ROESCH FAMILY AUTO GROUP 401(K) PLAN · ELMHURST, IL · plan year 2024

Reported admin expense ratio · 2024
0.42%

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

Larry Roesch Family Auto Group reported $39,589 in plan administrative expenses for 2024: 0.42% of average plan assets, below the peer median. Employer contributions averaged $670 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 0.42%. 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 Illinois (2,441st of 3,702), and 2,754th of 5,215 in retail trade. In 2024, employees put in $3.52 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$9,403,510
Participants with balances117
Active participants124
Employer contributions$83,034
Employee contributions$291,873
Employer contribution per active participant$670
Average account balance$80,372
Benefits paid to participants$1,474,437
Plan auditUnmodified (clean) audit opinion
AuditorCRAY, KAISER, LTD.
Plan history3
Yearassets · accounts · employer contribution
2024$9.4M · 117 accts · $83K emplr
2023$9.3M · 120 accts · $81K emplr
2022$7.8M · 119 accts · $86K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$39,589
Total administrative$39,589
The Larry Roesch Family Auto Group 401(k) match · 2024
Employer contribution per active participant$670
Median for plans this size$1,313
2024$670 per active participant
2023$670 per active participant
2022$708 per active participant

Larry Roesch Family Auto Group's 2024 employer contribution ran below the $1,313 median for plans its size. 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 · 20244
ONEDIGITAL INVESTMENT ADVISORS LLC · Investment advisory (plan)$18,185
CRAY KAISER LTD.$8,100
EQUITABLE ADVISORS 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$39,589 · 0.42%
2023$33,625 · 0.39%
2022$36,161 · 0.41%
Similar plansRetail Trade · Illinois
Maestro Food Co. IL$9.6M · 0.82%
Carpet Weavers, Inc. IL$9.5M · 0.41%
Hammacher Schlemmer IL$9.5M · 0.01%
Butera Finer Foods, Inc. IL$9.4M · 0.27%
J.B. Sullivan, Inc. IL$9.1M · 0.81%
Star Nissan IL$9.1M · 0.06%
Atl Tire Services, LLC IL$9.1M · 0.36%
O'Brien Auto Team, Inc. IL$9.0M · 0.98%

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Source: U.S. Department of Labor, Form 5500 series, EIN 362894859 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.