Plan Ledger DOL Form 5500 · updated monthly

Lone Star Auto Enterprises, LTD. dba North Star Dodge Chrysler Jeep401(k)

COMPLIANCE 401(K) MULTIPLE EMPLOYER PLAN · SAN ANTONIO, TX · plan year 2022

Reported admin expense ratio · 2022
1.02%

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

Lone Star Auto Enterprises, LTD. dba North Star Dodge Chrysler Jeep reported $27,955 in plan administrative expenses for 2022: 1.02% of average plan assets, higher than ~75% of peers. Employer contributions averaged $119 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 Texas (4,794th of 5,688), and 4,567th of 5,215 in retail trade. In 2022, employees put in $11.71 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$2,329,009
Participants with balances56
Active participants101
Employer contributions$12,061
Employee contributions$141,241
Employer contribution per active participant$119
Average account balance$41,589
Benefits paid to participants$473,183
Plan auditUnmodified (clean) audit opinion
AuditorADKF, P.C.
Administrative expenses, itemized · 2022
Recordkeeping & contract admin$27,955
Total administrative$27,955
The Lone Star Auto Enterprises, LTD. dba North Star Dodge Chrysler Jeep 401(k) match · 2022
Employer contribution per active participant$119
Median for plans this size$1,114

Lone Star Auto Enterprises, LTD. dba North Star Dodge Chrysler Jeep'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$27,955 · 1.02%
Similar plansRetail Trade · Texas
Lawn & Garden, LLC TX$2.5M · 0.73%
Stadium Motorcars LLC TX$2.4M · 2.33%
Mike Calvert, LLC TX$2.2M · 0.17%
Navigant Holdings, LLC TX$2.2M · 1.34%
Peak Trailer Group, LLC TX$2.1M · 0.18%
Dick Poe Motors TX$2.1M · 1.19%

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Source: U.S. Department of Labor, Form 5500 series, EIN 200873091 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.