Plan Ledger DOL Form 5500 · updated monthly

Northeast Scottsdale Auto Group, Inc. dba Greulich's Auto401(k)

NORTHEAST SCOTTSDALE AUTO GROUP 401(K) PLAN · SCOTTSDALE, AZ · plan year 2024

Reported admin expense ratio · 2024
0.85%

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

Northeast Scottsdale Auto Group, Inc. dba Greulich's Auto reported $35,395 in plan administrative expenses for 2024: 0.85% of average plan assets, higher than ~75% of peers. Employer contributions averaged $755 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 0.37% to 0.85%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other other services employers. By assets it is among the smaller plans on file in Arizona (852nd of 1,285), and 2,339th of 3,341 in other services. In 2024, employees put in $4.50 for every $1.00 the employer contributed; active participation has grown from 120 to 154 since 2022.

Plan summary
Net assets, end of year$4,765,489
Participants with balances218
Active participants154
Employer contributions$116,249
Employee contributions$523,159
Employer contribution per active participant$755
Average account balance$21,860
Benefits paid to participants$298,298
Plan auditUnmodified (clean) audit opinion
AuditorMATRANGA & COMPANY
Plan history4
Yearassets · accounts · employer contribution
2025$0
2024$4.8M · 218 accts · $116K emplr
2023$3.6M · 201 accts · $113K emplr
2022$2.8M · 185 accts · $94K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$24,123
Investment management$11,272
Total administrative$35,395
The Northeast Scottsdale Auto Group, Inc. dba Greulich's Auto 401(k) match · 2024
Employer contribution per active participant$755
Median for plans this size$1,313
2024$755 per active participant
2023$827 per active participant
2022$787 per active participant

Northeast Scottsdale Auto Group, Inc. dba Greulich's Auto's 2024 employer contribution ran below the $1,313 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 · 20242
JOHN HANCOCK LIFE INSURANCE CO (U.S · Recordkeeping · Investment management$3,371
WILSHIRE ASSOCIATES INC USA · Investment advisory (participants)$853

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

Recordkeeper by year2
2024John Hancock
2023John Hancock

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

Administrative cost history4
2025Not separately reported
2024$35,395 · 0.85%
2023$29,593 · 0.93%
2022$11,089 · 0.37%
Same employer
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Sonoran Schools AZ$6.5M · 0.98%
Amity Foundation AZ$5.1M · 0.49%
Westminster Village, Inc. AZ$3.8M · 0.48%
Candelen, Inc. AZ$3.6M · 0.43%

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Source: U.S. Department of Labor, Form 5500 series, EIN 860672685 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.