Plan Ledger DOL Form 5500 · updated monthly

Treasure Coast Lexus401(k)

TREASURE COAST LEXUS TREASURE COAST TOYOTA 401(K) PLAN · FORT PIERCE, FL · plan year 2024

Reported admin expense ratio · 2024
0.08%

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

Treasure Coast Lexus reported $3,242 in plan administrative expenses for 2024: 0.08% of average plan assets, lower than ~75% of peers. Employer contributions averaged $1,759 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 0.084% to 0.077%. 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 Florida (2,536th of 3,644), and 3,832nd of 5,215 in retail trade. In 2024, employees put in $2.80 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$4,748,001
Participants with balances144
Active participants152
Employer contributions$267,363
Employee contributions$747,618
Employer contribution per active participant$1,759
Average account balance$32,972
Benefits paid to participants$378,106
Plan auditUnmodified (clean) audit opinion
AuditorCROWE LLP
Plan history4
Yearassets · accounts · employer contribution
2025$0 · $66K emplr
2024$4.7M · 144 accts · $267K emplr
2023$3.6M · 142 accts · $289K emplr
2022$2.3M · 140 accts · $307K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$1,667
Total administrative$3,242
The Treasure Coast Lexus 401(k) match · 2024
Employer contribution per active participant$1,759
Median for plans this size$1,313
2024$1,759 per active participant
2023$1,827 per active participant
2022$1,916 per active participant

Treasure Coast Lexus's 2024 employer contribution ran above the $1,313 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 · 20241
AMERICAN UNITED LIFE INSURANCE CO · Recordkeeping · Loan processing$2,767

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

Recordkeeper by year2
2024OneAmerica
2023OneAmerica

Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history4
2025Not separately reported
2024$3,242 · 0.08%
2023$6,293 · 0.21%
2022$1,650 · 0.08%
Similar plansRetail Trade · Florida
Vitadepot.com, LLC FL$4.8M · 0.66%
Bcss, LTD. FL$4.8M · 0.25%
Eckler Industries Inc FL$4.7M · 0.31%

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Source: U.S. Department of Labor, Form 5500 series, EIN 202433100 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.