Plan Ledger DOL Form 5500 · updated monthly

Lawley Motors, LLC401(k)

LAWLEY MOTORS, LLC 401(K) PLAN · SIERRA VISTA, AZ · plan year 2024

Reported admin expense ratio · 2024
0.66%

Lawley Motors, LLC reported $51,779 in plan administrative expenses for 2024: 0.66% of average plan assets, above the peer median. 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 0.72% to 0.66%. 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 Arizona (643rd of 1,285), and 2,941st of 5,215 in retail trade. In 2024, employees put in $6.62 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$8,468,957
Participants with balances182
Active participants0
Employer contributions$91,426
Employee contributions$605,018
Employer contribution per active participant—
Average account balance$46,533
Benefits paid to participants$636,270
Plan auditDisclaimer of opinion
AuditorSCHUMANN, ADRIANO & COMPANY, PLLC
Plan history4
Yearassets · accounts · employer contribution
2025$0
2024$8.5M · 182 accts · $91K emplr
2023$7.2M · 190 accts · $132K emplr
2022$5.4M · 199 accts · $117K emplr
Administrative expenses, itemized · 2024
Investment management$51,779
Total administrative$51,779
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
EDWARD D JONES & CO LP · Investment advisory (plan)$32,593
JULY BUSINESS SERVICES · Contract administrator$14,140
PENSION & BENEFITS SOLUTIONS$1,614

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Administrative cost history4
2025Not separately reported
2024$51,779 · 0.66%
2023$58,993 · 0.94%
2022$46,698 · 0.72%
Same employer
Similar plansRetail Trade · Arizona
Cbc Group, Inc. AZ$9.7M · 0.55%
Macpie, LLC AZ$9.6M · 0.68%
Rowe Enterprises, Inc. AZ$9.6M · 0.35%
Watson Chevrolet, Inc. AZ$9.6M · 0.09%
Buffalo Exchange LTD. AZ$8.3M · 0.10%
Lush Cosmetics Inc. AZ$8.1M · 0.98%

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Source: U.S. Department of Labor, Form 5500 series, EIN 920154693 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.