Plan Ledger DOL Form 5500 · updated monthly

Rjd Holdings, LLC dba Anderson Toyota401(k)

ANDERSON AUTO GROUP 401(K) PLAN · LAKE HAVASU, AZ · plan year 2024

Reported admin expense ratio · 2024
1.47%

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

Rjd Holdings, LLC dba Anderson Toyota reported $73,654 in plan administrative expenses for 2024: 1.47% of average plan assets, higher than ~90% of peers. Employer contributions averaged $0 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 rose from 1.35% to 1.47%. 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 Arizona (798th of 1,285), and 3,616th of 5,215 in retail trade.

Plan summary
Net assets, end of year$5,517,194
Participants with balances418
Active participants380
Employer contributions$0
Employee contributions$986,428
Employer contribution per active participant$0
Average account balance$13,199
Benefits paid to participants$590,060
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$5.5M · 418 accts
2023$4.5M · 417 accts · $69K emplr
2022$3.6M · 423 accts · $70K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$73,654
Total administrative$73,654
The Rjd Holdings, LLC dba Anderson Toyota 401(k) match · 2024
Employer contribution per active participant$0
Median for plans this size$1,313
2023$207 per active participant
2022$195 per active participant

Rjd Holdings, LLC dba Anderson Toyota'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 · 20241
JOHN HANCOCK LIFE INSURANCE COMPANY · Recordkeeping$70,183

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

Recordkeeper by year2
2024John Hancock
2023John Hancock

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

Administrative cost history3
2024$73,654 · 1.47%
2023$65,009 · 1.60%
2022$47,019 · 1.35%
Similar plansRetail Trade · Arizona
Quebedeaux Pontiac Gmc AZ$6.2M · 0.28%
Ken Ellegard - Peoria Inc AZ$6.1M · 0.28%
Shay Oil Company, Inc. AZ$5.4M · 0.04%
Butori Corp AZ$5.3M · 0.33%
Phoenix Motor Company AZ$5.0M · 0.45%
Aleracare Holdings, LLC AZ$4.0M · 0.63%

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Source: U.S. Department of Labor, Form 5500 series, EIN 861042357 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.