Plan Ledger DOL Form 5500 · updated monthly

Robert Brogden's Olathe Buick Gmc,401(k)

ROBERT BROGDEN'S OLATHE BUICK GMC, INC. 401(K) RETIREMENT PLAN · OLATHE, KS · plan year 2024

Reported admin expense ratio · 2024
0.68%

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

Robert Brogden's Olathe Buick Gmc, reported $23,798 in plan administrative expenses for 2024: 0.68% of average plan assets, above the peer median. Employer contributions averaged $2,250 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 0.43% to 0.68%. 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 Kansas (684th of 828), and 4,051st of 5,215 in retail trade. In 2024, employees put in $1.49 for every $1.00 the employer contributed; active participation has grown from 113 to 164 since 2022.

Plan summary
Net assets, end of year$3,995,563
Participants with balances184
Active participants164
Employer contributions$368,933
Employee contributions$548,389
Employer contribution per active participant$2,250
Average account balance$21,715
Benefits paid to participants$356,582
Plan auditUnmodified (clean) audit opinion
AuditorH2R CPA
Plan history3
Yearassets · accounts · employer contribution
2024$4.0M · 184 accts · $369K emplr
2023$3.1M · 200 accts · $395K emplr
2022$2.1M · 207 accts · $360K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$16,948
Total administrative$23,798
The Robert Brogden's Olathe Buick Gmc, 401(k) match · 2024
Employer contribution per active participant$2,250
Median for plans this size$1,313
2024$2,250 per active participant
2023$2,596 per active participant
2022$3,188 per active participant

Robert Brogden's Olathe Buick Gmc,'s 2024 employer contribution ran above the $1,313 median for plans its size. 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
ERISA SERVICES MIDWEST, LLC · Other servicesindirect 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$23,798 · 0.68%
2023$14,005 · 0.54%
2022$8,415 · 0.43%
Similar plansRetail Trade · Kansas
Zeck Motor Company KS$5.2M · 0.58%
Floersch Iga, Inc. KS$4.5M · 0.56%
Kc Bell, Inc. KS$3.9M · 0.88%
Hungry Cats, Inc. KS$3.6M · 0.56%

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Source: U.S. Department of Labor, Form 5500 series, EIN 481118974 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.