Plan Ledger DOL Form 5500 · updated monthly

Nelson Automotive, Inc.401(k)

NELSON AUTO GROUP 401(K)PLAN · TULSA, OK · plan year 2024

Reported admin expense ratio · 2024
0.42%

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

Nelson Automotive, Inc. reported $52,598 in plan administrative expenses for 2024: 0.42% of average plan assets, above the peer median. Employer contributions averaged $2,546 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 fell from 0.56% to 0.42%. 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 337th-largest of 724 plans among Oklahoma employers on file, and the 2,066th of 5,215 in retail trade. In 2024, employees put in $1.41 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$13,580,006
Participants with balances226
Active participants290
Employer contributions$738,417
Employee contributions$1,037,703
Employer contribution per active participant$2,546
Average account balance$60,089
Benefits paid to participants$1,619,370
Plan auditUnmodified (clean) audit opinion
AuditorBROWN, CHISM & THOMPSON
Plan history3
Yearassets · accounts · employer contribution
2024$13.6M · 226 accts · $738K emplr
2023$11.7M · 209 accts · $723K emplr
2022$8.9M · 202 accts · $703K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$129
Investment management$30,676
Audit (IQPA)$12,600
Total administrative$52,598
The Nelson Automotive, Inc. 401(k) match · 2024
Employer contribution per active participant$2,546
Median for plans this size$2,416
2024$2,546 per active participant
2023$2,426 per active participant
2022$2,632 per active participant

Nelson Automotive, Inc.'s 2024 employer contribution ran above the $2,416 median for plans its size. 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 · 20243
CETERA ADVISOR NETWORKS, LLC · Investment advisory (plan)$30,676
BROWN , CHISM · Accounting / audit$12,600
PASI, LLC · Other services$8,743

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$52,598 · 0.42%
2023$46,326 · 0.45%
2022$53,183 · 0.56%
Same employer
Similar plansRetail Trade · Oklahoma
Hudiburg Auto Group, Inc. OK$15.4M · 0.22%
Imperial, LLC OK$14.9M · 1.00%
Atwood Distributing, L.P. OK$14.4M · 0.59%
Ferguson Pontiac-Gmc, Inc. OK$11.8M · 0.35%
Pruett's Food, Inc. OK$11.8M · 0.04%

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Source: U.S. Department of Labor, Form 5500 series, EIN 201166802 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.