Plan Ledger DOL Form 5500 · updated monthly

Patriot Buick Pontiac Gmc, Inc.401(k)

PATRIOT BUICK PONTIAC GMC SALARY DEFERRAL 401(K) & PROFIT SHARING PLAN · BOYERTOWN, PA · plan year 2024

Reported admin expense ratio · 2024
0.43%

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

Patriot Buick Pontiac Gmc, Inc. reported $28,168 in plan administrative expenses for 2024: 0.43% of average plan assets, below the peer median. Employer contributions averaged $2,045 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 0.43%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other retail trade employers. By assets it is among the smaller plans on file in Pennsylvania (2,656th of 3,651), and 3,272nd of 5,215 in retail trade. In 2024, employees put in $1.80 for every $1.00 the employer contributed; active participation has grown from 144 to 171 since 2022.

Plan summary
Net assets, end of year$6,879,433
Participants with balances200
Active participants171
Employer contributions$349,677
Employee contributions$629,600
Employer contribution per active participant$2,045
Average account balance$34,397
Benefits paid to participants$1,246,017
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$6.9M · 200 accts · $350K emplr
2023$6.2M · 174 accts · $350K emplr
2022$4.6M · 158 accts · $367K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$3,950
Investment management$24,218
Total administrative$28,168
The Patriot Buick Pontiac Gmc, Inc. 401(k) match · 2024
Employer contribution per active participant$2,045
Median for plans this size$1,313
2024$2,045 per active participant
2023$2,259 per active participant
2022$2,551 per active participant

Patriot Buick Pontiac Gmc, Inc.'s 2024 employer contribution ran above 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
ASCENSUS LLC · Recordkeeping$3,950
MERRILL LYNCH RETIREMENT & BENEFIT · Investment advisory (plan)$24,218

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

Recordkeeper by year2
2024Ascensus
2023Ascensus

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

Administrative cost history3
2024$28,168 · 0.43%
2023$22,977 · 0.42%
2022$20,217 · 0.41%
Similar plansRetail Trade · Pennsylvania
Jh Bennett, Inc. PA$7.1M · 0.87%
C. Harper Chevrolet, Inc. PA$6.9M · 0.80%
Primitives by Kathy, Inc. PA$6.9M · 0.10%
The Rosado Group PA$6.7M · 0.09%
Turner Automotive Corp. PA$6.5M · 0.71%

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Source: U.S. Department of Labor, Form 5500 series, EIN 550906249 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.