Plan Ledger DOL Form 5500 · updated monthly

Lindsay Chevrolet, LLC401(k)

LINDSAY AUTOMOTIVE FAMILY RETIREMENT PLAN · ALEXANDRIA, VA · plan year 2024

Reported admin expense ratio · 2024
0.18%

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

Lindsay Chevrolet, LLC reported $130,322 in plan administrative expenses for 2024: 0.18% of average plan assets, above the peer median. Employer contributions averaged $1,839 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 0.18%. 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 351st-largest of 2,266 plans among Virginia employers on file, and the 466th of 5,215 in retail trade. In 2024, employees put in $3.46 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$76,837,369
Participants with balances773
Active participants767
Employer contributions$1,410,750
Employee contributions$4,885,335
Employer contribution per active participant$1,839
Average account balance$99,402
Benefits paid to participants$7,160,133
Plan auditUnmodified (clean) audit opinion
AuditorRSM US LLP
Plan history3
Yearassets · accounts · employer contribution
2024$76.8M · 773 accts · $1.4M emplr
2023$68.3M · 757 accts · $1.3M emplr
2022$57.1M · 706 accts · $1.2M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$75,369
Investment management$54,953
Total administrative$130,322
The Lindsay Chevrolet, LLC 401(k) match · 2024
Employer contribution per active participant$1,839
Median for plans this size$3,635
2024$1,839 per active participant
2023$1,756 per active participant
2022$1,682 per active participant

Lindsay Chevrolet, 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
CAPITAL GROUP RETIREMENT PLAN SVCS. · Trustee (directed) · Other services$75,369
NORTHWESTERN MUTUAL WEALTH MGMT CO · Investment advisory (plan)$54,953

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$130,322 · 0.18%
2023$106,660 · 0.17%
2022$108,397 · 0.17%
Similar plansRetail Trade · Virginia
Lidl US, LLC VA$120.1M · 0.34%
Crutchfield Corporation VA$81.4M · 0.01%
Page Associates, Inc. VA$49.3M · 0.33%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 541877908 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.