Plan Ledger DOL Form 5500 · updated monthly

Lou Fusz Automotive Network, Inc.401(k)

LOU FUSZ AUTOMOTIVE NETWORK RETIREMENT SAVINGS PLAN · EARTH CITY, MO · plan year 2024

Reported admin expense ratio · 2024
0.24%

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

Lou Fusz Automotive Network, Inc. reported $194,497 in plan administrative expenses for 2024: 0.24% of average plan assets, higher than ~75% of peers. Employer contributions averaged $1,568 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 rose from 0.23% to 0.24%. 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 214th-largest of 1,393 plans among Missouri employers on file, and the 419th of 5,215 in retail trade. In 2024, employees put in $2.65 for every $1.00 the employer contributed; active participation has grown from 894 to 1,085 since 2022.

Plan summary
Net assets, end of year$85,491,745
Participants with balances878
Active participants1,085
Employer contributions$1,700,755
Employee contributions$4,500,162
Employer contribution per active participant$1,568
Average account balance$97,371
Benefits paid to participants$5,463,800
Plan auditUnmodified (clean) audit opinion
AuditorUHY LLP
Plan history3
Yearassets · accounts · employer contribution
2024$85.5M · 878 accts · $1.7M emplr
2023$74.5M · 809 accts · $1.6M emplr
2022$64.3M · 782 accts · $1.3M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$194,497
Total administrative$194,497
The Lou Fusz Automotive Network, Inc. 401(k) match · 2024
Employer contribution per active participant$1,568
Median for plans this size$3,635
2024$1,568 per active participant
2023$1,694 per active participant
2022$1,479 per active participant

Lou Fusz Automotive Network, Inc.'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
PRINCIPAL LIFE INSURANCE COMPANY · Contract administrator · Loan processing$194,497
GLOBAL RETIREMENT PARTNERS LLC · Investment advisory (plan)indirect comp

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$194,497 · 0.24%
2023$168,521 · 0.24%
2022$159,246 · 0.23%
Same employer
Similar plansRetail Trade · Missouri
Schnuck Markets, Inc. MO$150.1M · 0.11%
Helzberg Diamond Shops LLC MO$134.8M · 0.12%
Moran Foods, LLC MO$122.5M · 0.32%
Marcone Appliance Parts Co. MO$99.5M · 0.35%
Dierbergs Markets, Inc. MO$78.1M · 0.35%
Tlg Operations, LLC MO$71.1M · 0.09%

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Source: U.S. Department of Labor, Form 5500 series, EIN 431502088 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.