Plan Ledger DOL Form 5500 · updated monthly

Rickenbaugh Cadillac/Volvo Company401(k)

RICKENBAUGH CADILLAC/VOLVO COMPANY 401(K) PLAN · DENVER, CO · plan year 2024

Reported admin expense ratio · 2024
0.49%

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

Rickenbaugh Cadillac/Volvo Company reported $39,682 in plan administrative expenses for 2024: 0.49% of average plan assets, below the peer median. Employer contributions averaged $553 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 fell from 0.56% to 0.49%. 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 Colorado (858th of 1,461), and 2,950th of 5,215 in retail trade. In 2024, employees put in $4.29 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$8,436,679
Participants with balances151
Active participants174
Employer contributions$96,184
Employee contributions$412,677
Employer contribution per active participant$553
Average account balance$55,872
Benefits paid to participants$550,703
Plan auditUnmodified (clean) audit opinion
AuditorHENDERSON HUTCHERSON & MCCULLOGH
Plan history2
Yearassets · accounts · employer contribution
2024$8.4M · 151 accts · $96K emplr
2022$6.5M · 83 accts · $339K emplr
The Rickenbaugh Cadillac/Volvo Company 401(k) match · 2024
Employer contribution per active participant$553
Median for plans this size$1,313
2024$553 per active participant
2022$2,610 per active participant

Rickenbaugh Cadillac/Volvo Company's 2024 employer contribution ran below the $1,313 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 · 20243
TRANSAMERICA RETIREMENT SOLUTIONS, · Recordkeeping · Loan processing$18,840
M HOLDINGS SECURITIES · Investment advisory (plan)$17,251
DONOHUE FEIMAN RETIREMENT SERVICES · Trustee · Loan processing$5,875

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

Administrative cost history2
2024$39,682 · 0.49%
2022$40,145 · 0.56%
Similar plansRetail Trade · Colorado
Listen Up, Inc. CO$9.6M · 0.03%
Wellbiz Brands, Inc. CO$9.4M · 0.61%
Hight Enterprises, LTD CO$8.8M · 0.02%
Grand Auto, Inc. CO$8.2M · 0.52%
Winston Cole, LLC CO$8.1M · 0.42%

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Source: U.S. Department of Labor, Form 5500 series, EIN 840562264 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.