Plan Ledger DOL Form 5500 · updated monthly

Moss Bros. Auto Group, Inc.401(k)

MOSS BROS. AUTO GROUP, INC. 401(K) PROFIT SHARING PLAN · RIVERSIDE, CA · plan year 2024

Reported admin expense ratio · 2024
0.84%

Moss Bros. Auto Group, Inc. reported $138,967 in plan administrative expenses for 2024: 0.84% of average plan assets, higher than ~90% of peers. 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 0.84%. 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 3,945th-largest of 9,483 plans among California employers on file, and the 1,644th of 5,215 in retail trade.

Plan summary
Net assets, end of year$17,774,926
Participants with balances606
Active participants522
Employer contributions—
Employee contributions$1,398,447
Employer contribution per active participant—
Average account balance$29,332
Benefits paid to participants$970,893
Plan auditUnmodified (clean) audit opinion
AuditorMACIAS GINI & O'CONNELL LLP
Plan history3
Yearassets · accounts · employer contribution
2024$17.8M · 606 accts
2023$15.4M · 600 accts
2022$12.7M · 597 accts
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$57,814
Investment management$64,353
Audit (IQPA)$16,800
Total administrative$138,967
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
CORRELL CO · Recordkeeping · Loan processing$55,200
CERITY PARTNERS · Investment advisory (plan)$64,353
MACIAS GINI & O'CONNELL LLP · Accounting / audit$16,800

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

Recordkeeper by year2
2024CORRELL CO
2023CORRELL CO

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Administrative cost history3
2024$138,967 · 0.84%
2023$123,782 · 0.88%
2022$113,755 · 0.87%
Similar plansRetail Trade · California
Gosch Auto Group CA$17.7M · 1.04%
Ashby Lumber Company CA$17.3M · 0.46%
Rothy's, Inc. CA$17.1M · 0.09%

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Source: U.S. Department of Labor, Form 5500 series, EIN 203424742 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.