Plan Ledger DOL Form 5500 · updated monthly

Tralee, Inc. dba Antioch Auto Center401(k)

ANTIOCH AUTO CENTER 401(K) PLAN · ANTIOCH, CA · plan year 2024

Reported admin expense ratio · 2024
0.61%

Tralee, Inc. dba Antioch Auto Center reported $62,737 in plan administrative expenses for 2024: 0.61% of average plan assets, higher 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.

Across the 2 years on file its reported administrative ratio fell from 1.14% to 0.61%. 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 among the smaller plans on file in California (5,181st of 9,483), and the 2,437th of 5,215 in retail trade.

Plan summary
Net assets, end of year$11,059,255
Participants with balances236
Active participants216
Employer contributions—
Employee contributions$1,190,991
Employer contribution per active participant—
Average account balance$46,861
Benefits paid to participants$579,551
Plan auditUnmodified (clean) audit opinion
Plan history2
Yearassets · accounts · employer contribution
2024$11.1M · 236 accts
2022$8.5M · 229 accts
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$27,171
Investment management$16,200
Total administrative$62,737
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
MERRILL LYNCH PIERCE FENNER & SMITH · Pension consulting · Investment advisory (plan)$35,566
PRINCIPAL LIFE INSURANCE COMPANY · Contract administrator · Loan processing$27,171
MORNINGSTAR INVESTMENT MANAGEMENT L · Investment advisory (participants)indirect comp

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

Administrative cost history2
2024$62,737 · 0.61%
2022$93,128 · 1.14%
Same employer
Similar plansRetail Trade · California
Fashionphile Group, LLC CA$11.1M · 0.95%
Interstate Oil Co. CA$11.1M · 0.52%
Jaco Oil Company CA$11.0M · 0.02%
McKenna Motor Company, Inc. CA$11.0M · 0.47%
Nora Lighting, Inc. CA$11.0M · 0.75%
Frontier Auto Sales CA$10.9M · 0.27%

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Source: U.S. Department of Labor, Form 5500 series, EIN 680185576 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.