Plan Ledger DOL Form 5500 · updated monthly

Rosen Hyundai Enterprises, LLC401(k)

ROSEN HYUNDAI ENTERPRISES, LLC 401(K) PLAN · ALGONQUIN, IL · plan year 2024

Reported admin expense ratio · 2024
1.09%

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

Rosen Hyundai Enterprises, LLC reported $75,622 in plan administrative expenses for 2024: 1.09% of average plan assets, higher than ~75% of peers. Employer contributions averaged $1,897 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 1 year on file its reported administrative ratio rose from 0.67% to 1.09%. 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 Illinois (2,674th of 3,702), and 3,168th of 5,215 in retail trade. In 2024, employees put in $1.78 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$7,480,885
Participants with balances158
Active participants109
Employer contributions$206,792
Employee contributions$367,334
Employer contribution per active participant$1,897
Average account balance$47,347
Benefits paid to participants$360,414
Plan auditUnmodified (clean) audit opinion
AuditorLIPSCHULTZ, LEVIN, & GRAY, LLC
Plan history2
Yearassets · accounts · employer contribution
2024$7.5M · 158 accts · $207K emplr
2023$6.4M · 127 accts · $254K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$75,622
Total administrative$75,622
The Rosen Hyundai Enterprises, LLC 401(k) match · 2024
Employer contribution per active participant$1,897
Median for plans this size$1,313
2024$1,897 per active participant
2023$2,950 per active participant

Rosen Hyundai Enterprises, LLC'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 · 20246
WILLIAM BLAIR & COMPANY$10,173
MAP RETIREMENT, INC. · Contract administrator$8,333
CREATIVE PLANNING LLC · Investment advisory (plan)$4,069
EMPOWER ADVISORY GROUP, LLC · Investment management$3,110
MAP RETIREMENT USA LLC · Contract administratorindirect comp

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

Administrative cost history2
2024$75,622 · 1.09%
2023$70,324 · 0.67%
Similar plansRetail Trade · Illinois
Raise Marketplace, LLC IL$7.8M · 0.07%
Castle Chevrolet, Inc. IL$7.3M · 0.16%
Auffenberg Hyundai, Inc. IL$7.3M · 0.70%
Ashling Partners LLC IL$7.2M · 0.64%
Fairplay, Inc. IL$7.2M · 0.58%

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Source: U.S. Department of Labor, Form 5500 series, EIN 473339060 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.