Plan Ledger DOL Form 5500 · updated monthly

Tate Dodge Chrysler Jeep, Inc.401(k)

TATE AUTOMOTIVE GROUP 401(K) SAVINGS PLAN · GLEN BURNIE, MD · plan year 2022

Reported admin expense ratio · 2022
0.08%

Tate Dodge Chrysler Jeep, Inc. reported $6,236 in plan administrative expenses for 2022: 0.08% of average plan assets, lower 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.

The plan sits in the $1M–$10M size bracket, benchmarked here against 30,021 comparable plans and shown alongside other retail trade employers. By assets it is among the smaller plans on file in Maryland (1,169th of 1,671), and 3,328th of 5,215 in retail trade.

Plan summary
Net assets, end of year$6,665,034
Participants with balances82
Active participants148
Employer contributions—
Employee contributions$338,182
Employer contribution per active participant—
Average account balance$81,281
Benefits paid to participants$522,919
Plan auditUnmodified (clean) audit opinion
AuditorCLARK & ANDERSON, P.A.
Administrative expenses, itemized · 2022
Professional / advisory$4,178
Total administrative$6,236
What these fees cost you

Annual cost at the plan's reported 2022 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Administrative cost history1
2022$6,236 · 0.08%
Similar plansRetail Trade · Maryland
J.A. Motorcars, Inc. MD$7.4M · 0.22%
Albert S. Smyth Co., Inc. MD$7.3M · 0.74%
Apple Ford, Inc. MD$7.0M · 0.41%
Cfi Management LLC MD$6.0M · 0.73%
Ttv Motors, Inc. MD$5.7M · 0.28%
Len Stoler, Inc. MD$5.3M · 0.60%

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Source: U.S. Department of Labor, Form 5500 series, EIN 520623580 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.