Plan Ledger DOL Form 5500 · updated monthly

Littleton Chevrolet, Inc.401(k)

LITTLETON CHEVROLET EMPLOYEE SAVINGS PLAN · ST. JOHNSBURY, VT · plan year 2024

Reported admin expense ratio · 2024
0.53%

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

Littleton Chevrolet, Inc. reported $150,336 in plan administrative expenses for 2024: 0.53% of average plan assets, higher than ~75% of peers. Employer contributions averaged $2,470 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 0.60% to 0.53%. 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 62nd-largest of 230 plans among Vermont employers on file, and the 1,020th of 5,215 in retail trade. In 2024, employees put in $1.79 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$30,176,960
Participants with balances464
Active participants398
Employer contributions$983,247
Employee contributions$1,757,040
Employer contribution per active participant$2,470
Average account balance$65,037
Benefits paid to participants$2,968,088
Plan auditUnmodified (clean) audit opinion
AuditorALBIN RANDALL & BENNETT, CPAS
Plan history3
Yearassets · accounts · employer contribution
2024$30.2M · 464 accts · $983K emplr
2023$26.1M · 470 accts · $995K emplr
2022$20.4M · 452 accts · $955K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$144,761
Investment management$5,575
Total administrative$150,336
The Littleton Chevrolet, Inc. 401(k) match · 2024
Employer contribution per active participant$2,470
Median for plans this size$2,416
2024$2,470 per active participant
2023$2,369 per active participant
2022$2,480 per active participant

Littleton Chevrolet, Inc.'s 2024 employer contribution ran above the $2,416 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 · 20243
JOHN HANCOCK LIFE INSURANCE COMPANY · Recordkeeping$12,787
NBT BANK NA DBA TPA EXPERTS · Pension consulting$14,154
WILSHIRE ASSOCIATES INC (USA) · Investment advisory (participants)$5,575

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

Recordkeeper by year2
2024John Hancock
2023John Hancock

Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$150,336 · 0.53%
2023$138,171 · 0.59%
2022$129,178 · 0.60%
Similar plansRetail Trade · Vermont
The Orvis Company, Inc. VT$104.7M · 0.15%
Poulin Grain, Inc. VT$29.0M · 0.15%
R.K. Miles, Inc. VT$27.2M · 0.42%

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Source: U.S. Department of Labor, Form 5500 series, EIN 020452224 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.