Plan Ledger DOL Form 5500 · updated monthly

Thomas Dodge, Chrysler, Jeep of Highland, Inc.401(k)

THOMAS DODGE, CHRYSLER, JEEP OF HIGHLAND, INC. EMPLOYEES' 401(K) PLAN · HIGHLAND, IN · plan year 2024

Reported admin expense ratio · 2024
0.28%

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

Thomas Dodge, Chrysler, Jeep of Highland, Inc. reported $63,325 in plan administrative expenses for 2024: 0.28% of average plan assets, below the peer median. Employer contributions averaged $3,320 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 3 years on file its reported administrative ratio has held roughly steady near 0.28%. 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 the 505th-largest of 1,562 plans among Indiana employers on file, and the 1,292nd of 5,215 in retail trade. In 2024, employees put in $1.68 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$23,211,238
Participants with balances222
Active participants182
Employer contributions$604,199
Employee contributions$1,014,487
Employer contribution per active participant$3,320
Average account balance$104,555
Benefits paid to participants$3,465,258
Plan auditUnmodified (clean) audit opinion
AuditorSWARTZ RETSON AND CO
Plan history3
Yearassets · accounts · employer contribution
2024$23.2M · 222 accts · $604K emplr
2023$21.8M · 212 accts · $775K emplr
2022$18.0M · 220 accts · $796K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$150
Investment management$46,731
Audit (IQPA)$15,700
Trustee / custodial$744
Total administrative$63,325
The Thomas Dodge, Chrysler, Jeep of Highland, Inc. 401(k) match · 2024
Employer contribution per active participant$3,320
Median for plans this size$2,416
2024$3,320 per active participant
2023$3,893 per active participant
2022$3,938 per active participant

Thomas Dodge, Chrysler, Jeep of Highland, Inc.'s 2024 employer contribution ran above 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 · 20243
ROYAL CAPITAL WEALTH MANAGEMENT LL · Investment advisory (plan)$46,731
SWARTZ RETSON AND CO · Accounting / audit$15,700
FIDELITY INVESTMENTS INSTITUTIONAL · Trustee (directed)$894

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$63,325 · 0.28%
2023$55,710 · 0.28%
2022$52,792 · 0.29%
Same employer
Similar plansRetail Trade · Indiana
D-Patrick, Inc. IN$26.6M · 0.38%
Dreyer & Reinbold, Inc. IN$26.2M · 0.03%
Indiana Grocery Group, LLC IN$26.1M · 0.57%
Expressway Dodge, Inc. IN$22.6M · 0.30%
Schepel Buick Gmc, Inc. IN$20.8M · 0.43%
Ruxer Ford Lincoln, Inc. IN$18.8M · 0.58%

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Source: U.S. Department of Labor, Form 5500 series, EIN 351419614 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.