Plan Ledger DOL Form 5500 · updated monthly

Rochester Hills Chrysler-Jeep, Inc.401(k)

ROCHESTER HILLS CHRYSLER-JEEP, INC. 401(K) PROFIT SHARING PLAN · ROCHESTER HILLS, MI · plan year 2025

Reported admin expense ratio · 2025
0.24%

Rochester Hills Chrysler-Jeep, Inc. reported $32,071 in plan administrative expenses for 2025: 0.24% of average plan assets, below the peer median. 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 3 years on file its reported administrative ratio fell from 0.28% to 0.24%. The plan sits in the $10M–$50M size bracket, benchmarked here against 1,620 comparable plans and shown alongside other retail trade employers. By assets it is the 1,289th-largest of 2,619 plans among Michigan employers on file, and the 1,995th of 5,215 in retail trade. active participation has shrunk from 113 to 99 since 2022.

Plan summary
Net assets, end of year$14,189,047
Participants with balances130
Active participants99
Employer contributions—
Employee contributions$452,636
Employer contribution per active participant—
Average account balance$109,147
Benefits paid to participants$642,512
Plan auditUnmodified (clean) audit opinion
Plan history4
Yearassets · accounts · employer contribution
2025$14.2M · 130 accts
2024$12.4M · 153 accts · $50K emplr
2023$10.4M · 130 accts · $104K emplr
2022$9.2M · 129 accts · $100K emplr
Administrative expenses, itemized · 2025
Recordkeeping & contract admin$3,905
Investment management$19,766
Audit (IQPA)$8,400
Total administrative$32,071
What these fees cost you

Annual cost at the plan's reported 2025 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20253
STANCORP FINANCIAL GROUP · Claims processing · Recordkeeping$40,536
CBIZ INVESTMENT ADVISORY SERVICES · Investment advisory (plan)$19,766
CLIFTONLARSONALLEN LLP · Accounting / audit$8,400

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

Recordkeeper by year3
2025The Standard
2024The Standard
2023Securian

This plan has changed recordkeepers within these filings. If you left Rochester Hills Chrysler-Jeep, Inc. before a switch, your account may sit at the earlier firm or in a rollover IRA. Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history4
2025$32,071 · 0.24%
2024$23,650 · 0.21%
2023$29,527 · 0.30%
2022$29,295 · 0.28%
Same employer
Similar plansRetail Trade · Michigan
Air Lift Company MI$15.0M · 0.52%
Weller Auto Parts, Inc. MI$14.0M · 0.58%
Wireless Vision, LLC MI$13.7M · 0.69%

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Source: U.S. Department of Labor, Form 5500 series, EIN 382012114 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.