Plan Ledger DOL Form 5500 · updated monthly

Sutherlin Automotive Group, LLC401(k)

SUTHERLIN AUTOMOTIVE GROUP, LLC 401(K) PLAN · WETUMPKA, AL · plan year 2024

Reported admin expense ratio · 2024
1.77%

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

Sutherlin Automotive Group, LLC reported $84,039 in plan administrative expenses for 2024: 1.77% of average plan assets, higher than ~90% of peers. Employer contributions averaged $687 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.

The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other wholesale trade employers. By assets it is among the smaller plans on file in Alabama (691st of 902), and 3,824th of 4,246 in wholesale trade. In 2024, employees put in $5.12 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$3,785,035
Participants with balances232
Active participants123
Employer contributions$84,487
Employee contributions$432,302
Employer contribution per active participant$687
Average account balance$16,315
Benefits paid to participants$2,746,896
Plan auditUnmodified (clean) audit opinion
AuditorALDRIDGE, BORDEN & COMPANY, PC
The Sutherlin Automotive Group, LLC 401(k) match · 2024
Employer contribution per active participant$687
Median for plans this size$1,313

Sutherlin Automotive Group, LLC'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 · 20245
NEWPORT GROUP, INC. · Recordkeeping$7,445
APRIO LLP · Accounting / audit$29,718
BUCKINGHAMRETIREMENT SOLUTIONS · Accounting / audit$11,434
EMPOWER ADVISORY GROUP, LLC · Investment management$5,363

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

Administrative cost history1
2024$84,039 · 1.77%
Similar plansWholesale Trade · Alabama
Daewon America, Inc. AL$4.0M · 0.79%
Ccc Associates, Inc AL$2.1M · 0.97%

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Source: U.S. Department of Labor, Form 5500 series, EIN 882751945 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.