Plan Ledger DOL Form 5500 · updated monthly

Tcag, Inc.401(k)

TUTTLE-CLICK AUTOMOTIVE GROUP RETIREMENT PLAN · IRVINE, CA · plan year 2024

Reported admin expense ratio · 2024
0.03%

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

Tcag, Inc. reported $27,618 in plan administrative expenses for 2024: 0.03% of average plan assets, lower than ~75% of peers. Employer contributions averaged $403 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 fell from 0.04% to 0.03%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other retail trade employers. By assets it is the 993rd-largest of 9,483 plans among California employers on file, and the 374th of 5,215 in retail trade. In 2024, employees put in $13.30 for every $1.00 the employer contributed; active participation has grown from 1,162 to 1,320 since 2022.

Plan summary
Net assets, end of year$100,995,185
Participants with balances1,569
Active participants1,320
Employer contributions$531,922
Employee contributions$7,076,231
Employer contribution per active participant$403
Average account balance$64,369
Benefits paid to participants$10,428,130
Plan auditUnmodified (clean) audit opinion
AuditorBEACHFLEISCHMAN, PLLC
Plan history3
Yearassets · accounts · employer contribution
2024$101.0M · 1,569 accts · $532K emplr
2023$89.7M · 1,530 accts · $480K emplr
2022$76.0M · 1,494 accts · $519K emplr
Administrative expenses, itemized · 2024
Investment management$22,612
Audit (IQPA)$15,500
Total administrative$27,618
The Tcag, Inc. 401(k) match · 2024
Employer contribution per active participant$403
Median for plans this size$3,635
2024$403 per active participant
2023$398 per active participant
2022$447 per active participant

Tcag, Inc.'s 2024 employer contribution ran below the $3,635 median for plans its size, in the bottom quarter of its peers. 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 · 20244
STRATEGIC ADVISORS, INC. · Investment advisory (plan)$22,612
BEACHFLEISCHMAN PC · Accounting / audit$15,500
WELLS FARGO ADVISORS · Investment advisory (plan)$10,000
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processingindirect comp

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

Administrative cost history3
2024$27,618 · 0.03%
2023$18,675 · 0.02%
2022$29,739 · 0.04%
Same employer
Similar plansRetail Trade · California
Beachbody, LLC CA$114.2M · 0.15%
Iherb, LLC CA$110.4M · 0.08%
Hankey Investment Company LP CA$108.4M · 0.21%
Stater Bros. Markets CA$107.1M · 0.11%
North State Grocery, Inc. CA$97.6M · 0.01%

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Source: U.S. Department of Labor, Form 5500 series, EIN 330882199 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.