Plan Ledger DOL Form 5500 · updated monthly

Route 24 Auto Group401(k)

ROUTE 24 AUTO GROUP 401(K) PLAN · BROCKTON, MA · plan year 2024

Reported admin expense ratio · 2024
1.06%

Route 24 Auto Group reported $44,534 in plan administrative expenses for 2024: 1.06% of average plan assets, higher than ~75% of peers. 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 fell from 1.12% to 1.06%. 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 Massachusetts (2,325th of 2,726), and 3,821st of 5,215 in retail trade.

Plan summary
Net assets, end of year$4,781,156
Participants with balances273
Active participants383
Employer contributions—
Employee contributions$1,174,293
Employer contribution per active participant—
Average account balance$17,513
Benefits paid to participants$548,460
Plan auditUnmodified (clean) audit opinion
AuditorWITHUM SMITH AND BROWN PC
Plan history3
Yearassets · accounts · employer contribution
2024$4.8M · 273 accts
2023$3.6M · 242 accts
2022$2.8M · 140 accts
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$29,008
Investment management$12,742
Trustee / custodial$2,144
Total administrative$44,534
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
SENTINEL BENEFITS GROUP LLC · Recordkeeping$29,008
SENTINEL PENSION ADVISORS · Investment advisory (plan)$12,742

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

Recordkeeper by year2
2024Sentinel Group
2023Sentinel Group

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Administrative cost history3
2024$44,534 · 1.06%
2023$26,913 · 0.84%
2022$27,326 · 1.12%
Similar plansRetail Trade · Massachusetts
Yankee Spirits, Inc. MA$5.2M · 1.07%
Sullivan Brothers Car Co. MA$5.0M · 0.44%
Mascorp Management Corp. MA$4.8M · 0.12%
Stavvy, Inc. MA$4.6M · 0.10%
Campbell Bewley, Inc. MA$4.5M · 0.34%
Rodman Ford Sales, Inc. MA$4.4M · 0.32%

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Source: U.S. Department of Labor, Form 5500 series, EIN 271022847 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.