Plan Ledger DOL Form 5500 · updated monthly

Premier Auto Management LLC401(k)

PREMIER AUTO MANAGEMENT 401K PLAN · TUCSON, AZ · plan year 2023

Reported admin expense ratio · 2023
3.29%

Premier Auto Management LLC reported $8,040 in plan administrative expenses for 2023: 3.29% of average plan assets, higher 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 1 year on file its reported administrative ratio fell from 4.65% to 3.29%. The plan sits in the under $1M size bracket, benchmarked here against 1,192 comparable plans and shown alongside other retail trade employers. By assets it is among the smaller plans on file in Arizona (1,246th of 1,285), and 5,113th of 5,215 in retail trade.

Plan summary
Net assets, end of year$280,202
Participants with balances142
Active participants97
Employer contributions—
Employee contributions$168,889
Employer contribution per active participant—
Average account balance$1,973
Benefits paid to participants$130,046
Plan auditUnmodified (clean) audit opinion
Plan history2
Yearassets · accounts · employer contribution
2023$280K · 142 accts
2022$209K · 163 accts
Administrative expenses, itemized · 2023
Recordkeeping & contract admin$6,841
Investment management$1,199
Total administrative$8,040
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 · 20231
ADP, INC. · Loan processing · Recordkeeping$8,040

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

Administrative cost history2
2023$8,040 · 3.29%
2022$7,242 · 4.65%
Similar plansRetail Trade · Arizona
Hypertec USA Inc. AZ$301K · 0.74%
Family Foods IA$295K · 1.23%
24/30 Surplus, LLC IN$288K · 3.08%
True Blue Car Wash LLC AZ$287K · 0.24%

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Source: U.S. Department of Labor, Form 5500 series, EIN 260540150 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.