Plan Ledger DOL Form 5500 · updated monthly

Rogers-Dabbs Chevrolet, Inc.401(k)

ROGERS-DABBS CHEVROLET, INC. 401(K) PLAN · BRANDON, MS · plan year 2024

Reported admin expense ratio · 2024
0.90%

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

Rogers-Dabbs Chevrolet, Inc. reported $32,543 in plan administrative expenses for 2024: 0.90% of average plan assets, higher than ~75% of peers. Employer contributions averaged $753 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 3 years on file its reported administrative ratio has held roughly steady near 0.90%. 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 Mississippi (268th of 367), and 4,089th of 5,215 in retail trade. In 2024, employees put in $5.00 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$3,886,506
Participants with balances123
Active participants101
Employer contributions$76,050
Employee contributions$379,987
Employer contribution per active participant$753
Average account balance$31,598
Benefits paid to participants$360,588
Plan auditUnmodified (clean) audit opinion
AuditorCGC LLC
Plan history3
Yearassets · accounts · employer contribution
2024$3.9M · 123 accts · $76K emplr
2023$3.4M · 120 accts · $67K emplr
2022$3.0M · 111 accts · $73K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$4,089
Investment management$28,454
Total administrative$32,543
The Rogers-Dabbs Chevrolet, Inc. 401(k) match · 2024
Employer contribution per active participant$753
Median for plans this size$1,313
2024$753 per active participant
2023$640 per active participant
2022$710 per active participant

Rogers-Dabbs Chevrolet, Inc.'s 2024 employer contribution ran below 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 · 20242
MWG RETIREMENT PLAN SERVICES · Recordkeeping$4,089
BALLEW ADVISORS · Investment advisory (plan)$28,454

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

Recordkeeper by year2
2024MWG RETIREMENT PLAN SERVICES
2023MWG RETIREMENT PLAN SERVICES

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

Administrative cost history3
2024$32,543 · 0.90%
2023$27,890 · 0.88%
2022$27,928 · 0.86%
Similar plansRetail Trade · Mississippi
Victory Marketing, LLC MS$5.3M · 0.40%
D & H Company MS$4.2M · 1.32%
Barnes Crossing Auto LLC MS$3.5M · 1.48%
Triple V, Inc. MS$3.4M · 0.72%
Prince Oil Company, Inc. MS$3.4M · 0.77%

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Source: U.S. Department of Labor, Form 5500 series, EIN 640642087 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.