Plan Ledger DOL Form 5500 · updated monthly

Petersen Automotive Interests, Inc.401(k)

PETERSEN AUTOMOTIVE INTERESTS, INC. 401K PLAN · BATON ROUGE, LA · plan year 2024

Reported admin expense ratio · 2024
0.18%

Petersen Automotive Interests, Inc. reported $18,286 in plan administrative expenses for 2024: 0.18% of average plan assets, lower than ~75% 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 rose from 0.16% to 0.18%. 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 the 401st-largest of 884 plans among Louisiana employers on file, and the 2,419th of 5,215 in retail trade.

Plan summary
Net assets, end of year$11,163,933
Participants with balances665
Active participants348
Employer contributions—
Employee contributions$1,341,802
Employer contribution per active participant—
Average account balance$16,788
Benefits paid to participants$316,288
Plan auditUnmodified (clean) audit opinion
AuditorROZIER, MCKAY & WILLIS
Plan history3
Yearassets · accounts · employer contribution
2024$11.2M · 665 accts
2023$8.7M · 306 accts
2022$6.9M · 579 accts · $902 emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$14,525
Investment management$2,111
Total administrative$18,286
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
RAYMOND JAMES FINANCIAL SERV ADVISOindirect comp

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

Administrative cost history3
2024$18,286 · 0.18%
2023$11,558 · 0.15%
2022$11,593 · 0.16%
Similar plansRetail Trade · Louisiana
Yokem Motors, L.L.C. LA$11.7M · 0.28%
Lamarque Motor Company LA$11.3M · 0.14%
Shop Rite, Inc. LA$11.3M · 0.01%
Central Boat Rentals, Inc. LA$10.7M · 0.03%
Justiss Oil Company, Inc. LA$10.5M · 0.36%

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Source: U.S. Department of Labor, Form 5500 series, EIN 721132718 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.