Plan Ledger DOL Form 5500 · updated monthly

Pep Boys - Manny, Moe and Jack of Puerto Rico, Inc.401(k)

THE PEP BOYS SAVINGS PLAN - PUERTO RICO · BALA CYNWYD, PA · plan year 2023

Reported admin expense ratio · 2023
2.11%

Pep Boys - Manny, Moe and Jack of Puerto Rico, Inc. reported $130,005 in plan administrative expenses for 2023: 2.11% of average plan assets, higher than ~90% of peers. 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 1.33% to 0.67%. The plan sits in the $1M–$10M size bracket, benchmarked here against 22,307 comparable plans and shown alongside other retail trade employers. By assets it is among the smaller plans on file in Pennsylvania (2,675th of 3,651), and 3,335th of 5,215 in retail trade.

Plan summary
Net assets, end of year$6,645,788
Participants with balances737
Active participants978
Employer contributions—
Employee contributions$763,859
Employer contribution per active participant—
Average account balance$9,017
Benefits paid to participants$607,381
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$6.2M · 540 accts · $102K emplr
2023$6.6M · 737 accts
2022$5.7M · 697 accts
Administrative expenses, itemized · 2023
Recordkeeping & contract admin$92,843
Investment management$27,339
Total administrative$130,005
What these fees cost you

Annual cost at the plan's reported 2023 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20233
T ROWE PRICE RPS INC · Recordkeeping · Custodial$92,843
CAPFINANCIAL PARTNERS LLC · Investment advisory (plan)$27,339
THOMPSON HINE · Legal$7,569

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

Recordkeeper by year2
2024Fidelity, T. Rowe Price
2023T. Rowe Price

This plan has changed recordkeepers within these filings. If you left Pep Boys - Manny, Moe and Jack of Puerto Rico, Inc. 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$43,147 · 0.67%
2023$130,005 · 2.11%
2022$88,436 · 1.33%
Similar plansRetail Trade · Pennsylvania
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%
Shults Ford, Inc. PA$6.4M · 0.70%

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Source: U.S. Department of Labor, Form 5500 series, EIN 510363784 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.