Plan Ledger DOL Form 5500 · updated monthly

Olathe Ford Sales, Inc.401(k)

OLATHE FORD 401(K) PLAN · OLATHE, KS · plan year 2024

Reported admin expense ratio · 2024
0.37%

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

Olathe Ford Sales, Inc. reported $61,568 in plan administrative expenses for 2024: 0.37% of average plan assets, above the peer median. Employer contributions averaged $1,022 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 0.41% to 0.37%. 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 335th-largest of 828 plans among Kansas employers on file, and the 1,689th of 5,215 in retail trade. In 2024, employees put in $5.12 for every $1.00 the employer contributed; active participation has grown from 301 to 346 since 2022.

Plan summary
Net assets, end of year$17,270,393
Participants with balances381
Active participants346
Employer contributions$353,454
Employee contributions$1,810,002
Employer contribution per active participant$1,022
Average account balance$45,329
Benefits paid to participants$2,738,985
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$17.3M · 381 accts · $353K emplr
2023$16.3M · 357 accts · $214K emplr
2022$13.9M · 320 accts · $188K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$26,348
Investment management$35,220
Total administrative$61,568
The Olathe Ford Sales, Inc. 401(k) match · 2024
Employer contribution per active participant$1,022
Median for plans this size$2,416
2024$1,022 per active participant
2023$638 per active participant
2022$623 per active participant

Olathe Ford Sales, 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 · 20243
SCHWAB RETIREMENT PLAN SERVICES,INC · Recordkeeping$26,273
MARINER WEALTH ADVISORS, LLC · Investment management$35,220

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

Recordkeeper by year2
2024Charles Schwab
2023Charles Schwab

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

Administrative cost history3
2024$61,568 · 0.37%
2023$57,079 · 0.38%
2022$61,703 · 0.41%
Same employer
Similar plansRetail Trade · Kansas
Jtl Leasing Flp KS$23.9M · 0.12%
McCray Lumber Company KS$22.8M · 0.41%
Peruvian Connection, LLC KS$19.2M · 0.09%
Purple Wave, Inc. KS$16.7M · 0.04%
Auburn Pharmacies, Inc. KS$15.6M · 0.35%

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Source: U.S. Department of Labor, Form 5500 series, EIN 480720233 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.