Plan Ledger DOL Form 5500 · updated monthly

My Chevrolet, Inc.401(k)

MY AUTOMOTIVE 401(K) PLAN & TRUST · SALINAS, CA · plan year 2024

Reported admin expense ratio · 2024
0.72%

My Chevrolet, Inc. reported $64,469 in plan administrative expenses for 2024: 0.72% of average plan assets, above the peer median. 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 0.98% to 0.72%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other retail trade employers. By assets it is among the smaller plans on file in California (5,542nd of 9,483), and 2,680th of 5,215 in retail trade. active participation has grown from 131 to 155 since 2022.

Plan summary
Net assets, end of year$9,695,132
Participants with balances103
Active participants155
Employer contributions—
Employee contributions$533,091
Employer contribution per active participant—
Average account balance$94,127
Benefits paid to participants$584,577
Plan auditUnmodified (clean) audit opinion
AuditorROGERS, CLEM & COMPANY
Plan history3
Yearassets · accounts · employer contribution
2024$9.7M · 103 accts
2023$8.2M · 113 accts
2022$6.9M · 129 accts
Administrative expenses, itemized · 2024
Investment management$64,469
Total administrative$64,469
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
UBS FINANCIAL · Investment advisory (plan)$21,337
NEXUS ADMINISTRATORS,INC. · Contract administrator$5,318

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$64,469 · 0.72%
2023$34,724 · 0.46%
2022$73,123 · 0.98%
Same employer
Similar plansRetail Trade · California
South Bay Ford CA$9.9M · 0.49%
Shift Technologies, Inc. CA$9.8M · 0.89%
Hassan & Sons, Inc. CA$9.6M · 1.23%
Entertainment Earth, LLC CA$9.6M · 0.54%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 204184509 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.