Plan Ledger DOL Form 5500 · updated monthly

Tom Peacock Nissan/Cadillac, Inc.401(k)

TOM PEACOCK NISSAN/CADILLAC, INC. 401(K) PROFIT SHARING PLAN · HOUSTON, TX · plan year 2024

Reported admin expense ratio · 2024
0.68%

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

Tom Peacock Nissan/Cadillac, Inc. reported $46,926 in plan administrative expenses for 2024: 0.68% of average plan assets, above the peer median. Employer contributions averaged $483 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 rose from 0.05% to 0.68%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other retail trade employers. By assets it is among the smaller plans on file in Texas (3,523rd of 5,688), and 3,188th of 5,215 in retail trade. In 2024, employees put in $6.49 for every $1.00 the employer contributed; active participation has grown from 59 to 191 since 2022.

Plan summary
Net assets, end of year$7,390,576
Participants with balances215
Active participants191
Employer contributions$92,318
Employee contributions$598,894
Employer contribution per active participant$483
Average account balance$34,375
Benefits paid to participants$673,114
Plan auditUnmodified (clean) audit opinion
AuditorSVADLENAK, SEE & COMPANY
Plan history3
Yearassets · accounts · employer contribution
2024$7.4M · 215 accts · $92K emplr
2023$6.4M · 196 accts · $121K emplr
2022$5.9M · 183 accts · $109K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$46,926
Total administrative$46,926
The Tom Peacock Nissan/Cadillac, Inc. 401(k) match · 2024
Employer contribution per active participant$483
Median for plans this size$1,313
2024$483 per active participant
2023$706 per active participant
2022$1,844 per active participant

Tom Peacock Nissan/Cadillac, Inc.'s 2024 employer contribution ran below the $1,313 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 · 20242
JOHN HNACOCK LIFE INSURANCE CO USA · Recordkeeping · Investment management$4,323
LPL FINANCIAL · Investment advisory (participants)$24,816

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$46,926 · 0.68%
2023$25,626 · 0.42%
2022$3,081 · 0.05%
Same employer
Similar plansRetail Trade · Texas
Raecom Holdings, LLC TX$7.6M · 0.57%
Hiley Cars Hurst L.P. TX$7.4M · 1.10%
Woodson Wholesale, Inc. TX$7.4M · 0.38%
Lashop Co. LLC TX$7.4M · 0.71%
Lacks Valley Stores, LTD. TX$7.2M · 1.12%

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Source: U.S. Department of Labor, Form 5500 series, EIN 742014858 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.