Plan Ledger DOL Form 5500 · updated monthly

Ourisman Chevrolet Co. Inc.401(k)

OURISMAN COMPANIES 401K PLAN · MARLOW HEIGHTS, MD · plan year 2024

Reported admin expense ratio · 2024
0.01%

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

Ourisman Chevrolet Co. Inc. reported $3,044 in plan administrative expenses for 2024: 0.01% of average plan assets, lower than ~75% of peers. Employer contributions averaged $190 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 0.011% to 0.012%. 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 513th-largest of 1,671 plans among Maryland employers on file, and the 1,131st of 5,215 in retail trade. In 2024, employees put in $11.34 for every $1.00 the employer contributed; active participation has grown from 559 to 741 since 2022.

Plan summary
Net assets, end of year$26,959,546
Participants with balances223
Active participants741
Employer contributions$140,695
Employee contributions$1,595,100
Employer contribution per active participant$190
Average account balance$120,895
Benefits paid to participants$1,234,827
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$27.0M · 223 accts · $141K emplr
2023$22.5M · 215 accts · $157K emplr
2022$18.8M · 216 accts · $145K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$3,044
Total administrative$3,044
The Ourisman Chevrolet Co. Inc. 401(k) match · 2024
Employer contribution per active participant$190
Median for plans this size$2,416
2024$190 per active participant
2023$211 per active participant
2022$259 per active participant

Ourisman Chevrolet Co. 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
AMERICAN UNITED LIFE INSURANCE CO · Recordkeeping · Participant communication$3,044
GLOBAL RETIREMENT PARTNERS · Consultingindirect 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
2024OneAmerica
2023OneAmerica

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

Administrative cost history3
2024$3,044 · 0.01%
2023$2,002 · 0.01%
2022$2,200 · 0.01%
Similar plansRetail Trade · Maryland
Criswell Chevrolet Inc. MD$29.1M · 0.50%
Moi, Inc. MD$28.1M · 0.34%
Fcn, Inc. MD$25.5M · 0.49%
A. C. and T. Co. Inc. MD$23.7M · 0.63%

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Source: U.S. Department of Labor, Form 5500 series, EIN 520781971 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.