Plan Ledger DOL Form 5500 · updated monthly

Scoggin Dickey Chevrolet401(k)

SCOGGIN DICKEY CHEVROLET 401K PROFIT SHARING PLAN · LUBBOCK, TX · plan year 2024

Reported admin expense ratio · 2024
0.60%

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

Scoggin Dickey Chevrolet reported $66,226 in plan administrative expenses for 2024: 0.60% of average plan assets, higher than ~75% of peers. Employer contributions averaged $1,394 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 0.54% to 0.60%. 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 among the smaller plans on file in Texas (2,855th of 5,688), and the 2,337th of 5,215 in retail trade. In 2024, employees put in $1.99 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$11,589,761
Participants with balances115
Active participants171
Employer contributions$238,337
Employee contributions$475,284
Employer contribution per active participant$1,394
Average account balance$100,781
Benefits paid to participants$471,253
Plan auditUnmodified (clean) audit opinion
AuditorRBMS, LLP
Plan history3
Yearassets · accounts · employer contribution
2024$11.6M · 115 accts · $238K emplr
2023$10.3M · 113 accts · $230K emplr
2022$10.3M · 110 accts · $235K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$66,226
Total administrative$66,226
The Scoggin Dickey Chevrolet 401(k) match · 2024
Employer contribution per active participant$1,394
Median for plans this size$2,416
2024$1,394 per active participant
2023$1,355 per active participant
2022$1,414 per active participant

Scoggin Dickey Chevrolet'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 · 20242
TRANSAMERICA LIFE INSURANCE COMPANY · Recordkeeping · Loan processing$66,226
MML INVESTORS SERVICES, LLC · Insurance broker · Insurance servicesindirect comp

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

Recordkeeper by year2
2024Transamerica
2023Transamerica

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

Administrative cost history3
2024$66,226 · 0.60%
2023$61,045 · 0.59%
2022$59,548 · 0.54%
Same employer
Similar plansRetail Trade · Texas
Norwex USA Inc. TX$11.8M · 0.46%
Snell Motor Company, Inc. TX$11.7M · 0.71%
Grothues Brothers Holdings TX$11.6M · 0.03%
Neora, LLC TX$11.5M · 0.20%

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Source: U.S. Department of Labor, Form 5500 series, EIN 750744374 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.