Plan Ledger DOL Form 5500 · updated monthly

Schepel Buick Gmc, Inc.401(k)

SCHEPEL BUICK GMC, INC. 401(K) PLAN · MERRILLVILLE, IN · plan year 2024

Reported admin expense ratio · 2024
0.43%

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

Schepel Buick Gmc, Inc. reported $88,678 in plan administrative expenses for 2024: 0.43% of average plan assets, above the peer median. Employer contributions averaged $1,829 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 0.41% to 0.43%. 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 552nd-largest of 1,562 plans among Indiana employers on file, and the 1,411th of 5,215 in retail trade. In 2024, employees put in $4.81 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$20,794,369
Participants with balances158
Active participants149
Employer contributions$272,524
Employee contributions$1,311,293
Employer contribution per active participant$1,829
Average account balance$131,610
Benefits paid to participants$3,317,352
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$20.8M · 158 accts · $273K emplr
2023$20.4M · 156 accts · $279K emplr
2022$18.1M · 159 accts · $274K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$88,678
Total administrative$88,678
The Schepel Buick Gmc, Inc. 401(k) match · 2024
Employer contribution per active participant$1,829
Median for plans this size$2,416
2024$1,829 per active participant
2023$1,863 per active participant
2022$1,825 per active participant

Schepel Buick Gmc, Inc.'s 2024 employer contribution ran below the $2,416 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 · 20243
STANCORP FINANCIAL GROUP · Claims processing · Recordkeeping$45,158
FIRST FINANCIAL BANK · Investment advisory (plan)$43,519
CHARLES SCHWAB TRUST COMPANY · Custodial (securities)$7,266

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

Recordkeeper by year2
2024The Standard
2023The Standard

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

Administrative cost history3
2024$88,678 · 0.43%
2023$83,200 · 0.43%
2022$77,418 · 0.41%
Same employer
Similar plansRetail Trade · Indiana
Expressway Dodge, Inc. IN$22.6M · 0.30%
Ruxer Ford Lincoln, Inc. IN$18.8M · 0.58%
Tom O'Brien Co. IN$18.1M · 0.37%
Bane-Welker Equipment, LLC IN$17.9M · 0.40%
Capitol City Ford Inc. IN$16.7M · 0.08%

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Source: U.S. Department of Labor, Form 5500 series, EIN 351173513 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.