Plan Ledger DOL Form 5500 · updated monthly

Napleton Auto Werks401(k)

NAPLETON AUTO WERKS 401(K) PLAN · LOVES PARK, IL · plan year 2024

Reported admin expense ratio · 2024
0.45%

Napleton Auto Werks reported $60,556 in plan administrative expenses for 2024: 0.45% 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 3 years on file its reported administrative ratio has held roughly steady near 0.45%. 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 among the smaller plans on file in Illinois (2,042nd of 3,702), and the 1,969th of 5,215 in retail trade. active participation has grown from 474 to 572 since 2022.

Plan summary
Net assets, end of year$14,405,975
Participants with balances268
Active participants572
Employer contributions—
Employee contributions$1,618,613
Employer contribution per active participant—
Average account balance$53,754
Benefits paid to participants$1,651,281
Plan auditUnmodified (clean) audit opinion
AuditorDAVIDSON PARGMAN & COMPANY, LLC
Plan history3
Yearassets · accounts · employer contribution
2024$14.4M · 268 accts
2023$12.6M · 250 accts
2022$11.2M · 235 accts · $1K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$27,831
Investment management$32,725
Total administrative$60,556
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
ASCENSUS LLC · Loan processing · Recordkeeping$27,831
OSAIC WEALTH INC · Investment advisory (plan)$32,725

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

Recordkeeper by year2
2024Ascensus
2023Ascensus

Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$60,556 · 0.45%
2023$53,598 · 0.45%
2022$50,861 · 0.43%
Similar plansRetail Trade · Illinois
Levy-Rosen, LLC IL$14.4M · 0.79%
Dutch Farms, Inc. IL$13.3M · 0.07%
K. C. Summers, Inc. IL$12.8M · 0.30%

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Source: U.S. Department of Labor, Form 5500 series, EIN 364077925 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.