Plan Ledger DOL Form 5500 · updated monthly

O'Daniel Automotive, Inc.401(k)

O'DANIEL AUTOMOTIVE GROUP 401(K) SAVINGS PLAN · FORT WAYNE, IN · plan year 2024

Reported admin expense ratio · 2024
0.50%

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

O'Daniel Automotive, Inc. reported $75,674 in plan administrative expenses for 2024: 0.50% of average plan assets, higher than ~75% of peers. Employer contributions averaged $679 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 3 years on file its reported administrative ratio has held roughly steady near 0.50%. 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 680th-largest of 1,562 plans among Indiana employers on file, and the 1,805th of 5,215 in retail trade. In 2024, employees put in $6.05 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$16,026,405
Participants with balances150
Active participants226
Employer contributions$153,400
Employee contributions$928,046
Employer contribution per active participant$679
Average account balance$106,843
Benefits paid to participants$1,477,775
Plan auditUnmodified (clean) audit opinion
AuditorDULIN, WARD & DEWALD, INC.
Plan history3
Yearassets · accounts · employer contribution
2024$16.0M · 150 accts · $153K emplr
2023$14.5M · 152 accts · $172K emplr
2022$12.6M · 148 accts · $158K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$24,373
Investment management$51,301
Total administrative$75,674
The O'Daniel Automotive, Inc. 401(k) match · 2024
Employer contribution per active participant$679
Median for plans this size$2,416
2024$679 per active participant
2023$789 per active participant
2022$703 per active participant

O'Daniel Automotive, Inc.'s 2024 employer contribution ran below the $2,416 median for plans its size, in the bottom quarter of its peers. 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
CAPFINANCIAL PARTNERS LLC · Investment advisory (plan)$51,301

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$75,674 · 0.50%
2023$72,414 · 0.53%
2022$72,416 · 0.51%
Same employer
Similar plansRetail Trade · Indiana
Bane-Welker Equipment, LLC IN$17.9M · 0.40%
Capitol City Ford Inc. IN$16.7M · 0.08%
Bosak Motor Sales Inc IN$16.5M · 0.47%
Glenbrook Dodge, Inc. IN$15.7M · 0.38%
Romain Buick, Inc. IN$14.8M · 0.77%
Lids Holdings Inc. IN$14.5M · 1.07%

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Source: U.S. Department of Labor, Form 5500 series, EIN 352026878 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.