Plan Ledger DOL Form 5500 · updated monthly

Ogara Coach Co. LLC401(k)

O'GARA COACH COMPANY, LLC 401(K) PLAN · BEVERLY HILLS, CA · plan year 2024

Reported admin expense ratio · 2024
0.30%

Ogara Coach Co. LLC reported $31,167 in plan administrative expenses for 2024: 0.30% 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 rose from 0.03% to 0.30%. 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 California (5,037th of 9,483), and the 2,317th of 5,215 in retail trade. active participation has grown from 268 to 361 since 2022.

Plan summary
Net assets, end of year$11,703,710
Participants with balances324
Active participants361
Employer contributions—
Employee contributions$2,027,491
Employer contribution per active participant—
Average account balance$36,123
Benefits paid to participants$1,457,108
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$11.7M · 324 accts
2023$8.9M · 251 accts
2022$6.0M · 146 accts
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$3,760
Investment management$27,407
Total administrative$31,167
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
MORGAN STANLEY SMITH BARNEY · Recordkeeping · Trustee$27,406
ADP, INC. · Loan processing · Recordkeeping$3,760
ADP BROKER-DEALERindirect comp

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

Recordkeeper by year2
2024ADP, Morgan Stanley
2023ADP

This plan has changed recordkeepers within these filings. If you left Ogara Coach Co. LLC before a switch, your account may sit at the earlier firm or in a rollover IRA. Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$31,167 · 0.30%
2023$2,741 · 0.04%
2022$1,727 · 0.03%
Same employer
Similar plansRetail Trade · California
Road Runner Sports, Inc. CA$12.0M · 0.70%
Orgain, LLC CA$12.0M · 0.89%
Lee's Pet Club, Inc. CA$11.6M · 0.03%
Central Valley Automotive CA$11.4M · 0.70%
Rogers Jewelry Company CA$11.4M · 0.37%

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Source: U.S. Department of Labor, Form 5500 series, EIN 954652265 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.