Plan Ledger DOL Form 5500 · updated monthly

The Automotive Group, Inc.401(k)

THE CROWLEY CAR COMPANY DEALERSHIP GROUP 401(K) PLAN & TRUST · ESCONDIDO, CA · plan year 2024

Reported admin expense ratio · 2024
0.63%

The Automotive Group, Inc. reported $61,493 in plan administrative expenses for 2024: 0.63% of average plan assets, above the peer median. 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 0.59% to 0.63%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other finance & insurance employers. By assets it is among the smaller plans on file in California (5,402nd of 9,483), and 3,965th of 4,798 in finance & insurance. active participation has grown from 233 to 257 since 2022.

Plan summary
Net assets, end of year$10,178,110
Participants with balances312
Active participants257
Employer contributions—
Employee contributions$998,472
Employer contribution per active participant—
Average account balance$32,622
Benefits paid to participants$1,248,093
Plan auditUnmodified (clean) audit opinion
AuditorLING & BOUMAN CPA'S, LLP
Plan history3
Yearassets · accounts · employer contribution
2024$10.2M · 312 accts
2023$9.3M · 310 accts
2022$7.7M · 290 accts · $409 emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$37,441
Investment management$24,052
Total administrative$61,493
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 RETIREMENT SOLUTIONS · Recordkeeping · Loan processing$37,441
ONEDIGITAL INVESTMENT ADVISORS · Investment advisory (plan)$24,052

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

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Administrative cost history3
2024$61,493 · 0.63%
2023$50,310 · 0.59%
2022$51,115 · 0.59%
Same employer
Similar plansFinance & Insurance · California
Alliance Funding Group CA$10.6M · 0.51%
Smith Health, Inc. CA$10.5M · 0.15%
Tides Advocacy CA$10.3M · 0.31%
Watermark Capital Inc CA$9.9M · 0.16%
Input 1, LLC CA$9.8M · 0.02%
Franklin Loan Center CA$9.7M · 0.24%

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Source: U.S. Department of Labor, Form 5500 series, EIN 330633379 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.