Plan Ledger DOL Form 5500 · updated monthly

Rockmont Motor Company T/A Ourisman Rockmont, Inc.401(k)

OURISMAN AUTOMOTIVE 401(K) PLAN · ROCKVILLE, MD · plan year 2024

Reported admin expense ratio · 2024
0.14%

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

Rockmont Motor Company T/A Ourisman Rockmont, Inc. reported $23,872 in plan administrative expenses for 2024: 0.14% of average plan assets, below the peer median. Employer contributions averaged $76 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 0.08% to 0.14%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other retail trade employers. By assets it is the 691st-largest of 1,671 plans among Maryland employers on file, and the 1,574th of 5,215 in retail trade. In 2024, employees put in $36.48 for every $1.00 the employer contributed; active participation has grown from 654 to 742 since 2022.

Plan summary
Net assets, end of year$18,582,591
Participants with balances1,042
Active participants742
Employer contributions$56,576
Employee contributions$2,064,131
Employer contribution per active participant$76
Average account balance$17,834
Benefits paid to participants$1,976,439
Plan auditUnmodified (clean) audit opinion
AuditorLSWG CPAS
Plan history3
Yearassets · accounts · employer contribution
2024$18.6M · 1,042 accts · $57K emplr
2023$16.5M · 894 accts · $72K emplr
2022$12.8M · 728 accts · $64K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$23,872
Total administrative$23,872
The Rockmont Motor Company T/A Ourisman Rockmont, Inc. 401(k) match · 2024
Employer contribution per active participant$76
Median for plans this size$2,416
2024$76 per active participant
2023$100 per active participant
2022$98 per active participant

Rockmont Motor Company T/A Ourisman Rockmont, Inc.'s 2024 employer contribution ran below the $2,416 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
RETIREMENT PLANNERS & ADMINISTRATOR · Contract administrator · Pension consulting$12,500
EMPOWER ADVISORY GROUP · Investment management$4,252

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$23,872 · 0.14%
2023$15,990 · 0.11%
2022$11,766 · 0.08%
Same employer
Similar plansRetail Trade · Maryland
Rrr, LLC MD$19.1M · 0.67%
Pella Mid-Atlantic Inc. MD$19.1M · 0.44%
Tcps, Inc. MD$17.9M · 0.43%
Sport Chevrolet Company LLC MD$17.5M · 0.75%
Cabinet Discounters, Inc. MD$17.4M · 0.20%

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Source: U.S. Department of Labor, Form 5500 series, EIN 520463215 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.