Plan Ledger DOL Form 5500 · updated monthly

Loehmann-Blasius Chevrolet, Inc.401(k)

LOEHMANN-BLASIUS CHEVROLET, INC. 401(K) PLAN · WATERBURY, CT · plan year 2022

Reported admin expense ratio · 2022
0.66%

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

Loehmann-Blasius Chevrolet, Inc. reported $29,448 in plan administrative expenses for 2022: 0.66% of average plan assets, above the peer median. Employer contributions averaged $500 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.

The plan sits in the $1M–$10M size bracket, benchmarked here against 30,021 comparable plans and shown alongside other retail trade employers. By assets it is among the smaller plans on file in Connecticut (955th of 1,106), and 4,080th of 5,215 in retail trade. In 2022, employees put in $3.73 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$3,913,126
Participants with balances55
Active participants172
Employer contributions$85,981
Employee contributions$320,309
Employer contribution per active participant$500
Average account balance$71,148
Benefits paid to participants$638,459
Plan auditUnmodified (clean) audit opinion
Administrative expenses, itemized · 2022
Investment management$29,448
Total administrative$29,448
The Loehmann-Blasius Chevrolet, Inc. 401(k) match · 2022
Employer contribution per active participant$500
Median for plans this size$1,114

Loehmann-Blasius Chevrolet, Inc.'s 2022 employer contribution ran below the $1,114 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 2022 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Administrative cost history1
2022$29,448 · 0.66%
Similar plansRetail Trade · Connecticut
Mauro Motors, Inc. CT$4.7M · 0.36%
Premier Automotive CT$4.5M · 0.04%
Scs Direct Inc. CT$4.0M · 0.55%
Drust Markets, LLC CT$3.7M · 0.67%
Ct Gardens, LLC CT$3.4M · 0.09%
Hy Labonne & Sons, Inc CT$3.4M · 0.03%
Mitchells Auto Parts Inc CT$3.0M · 0.07%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 060430730 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.