Plan Ledger DOL Form 5500 · updated monthly

Troncalli Automotive Group, Inc.401(k)

TRONCALLI AUTOMOTIVE GROUP, INC. 401(K) SALARY SAVINGS PLAN · CUMMING, GA · plan year 2024

Reported admin expense ratio · 2024
0.76%

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

Troncalli Automotive Group, Inc. reported $57,776 in plan administrative expenses for 2024: 0.76% of average plan assets, above the peer median. Employer contributions averaged $586 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 1.05% to 0.76%. 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 Georgia (1,371st of 2,160), and 3,029th of 5,215 in retail trade. In 2024, employees put in $5.57 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$8,054,882
Participants with balances256
Active participants311
Employer contributions$182,240
Employee contributions$1,014,462
Employer contribution per active participant$586
Average account balance$31,464
Benefits paid to participants$1,173,384
Plan auditUnmodified (clean) audit opinion
Plan history2
Yearassets · accounts · employer contribution
2024$8.1M · 256 accts · $182K emplr
2022$5.2M · 98 accts · $96K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$56,209
Investment management$1,567
Total administrative$57,776
The Troncalli Automotive Group, Inc. 401(k) match · 2024
Employer contribution per active participant$586
Median for plans this size$1,313
2024$586 per active participant
2022$341 per active participant

Troncalli Automotive Group, 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
TRANSAMERICA RETIREMENT SOLUTIONS · Recordkeeping · Loan processing$56,209
USI SECURITIES, INC. · Insurance broker · Insurance servicesindirect 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$57,776 · 0.76%
2022$59,717 · 1.05%
Same employer
Similar plansRetail Trade · Georgia
Day's Chevrolet Inc. GA$9.0M · 0.12%
Mms Motorsports, LLC GA$8.1M · 1.49%
Wmc, Inc. Honda Carland GA$7.6M · 0.36%

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Source: U.S. Department of Labor, Form 5500 series, EIN 581819163 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.