Plan Ledger DOL Form 5500 · updated monthly

Trophy Automotive Dealer Group LLC401(k)

TROPHY AUTOMOTIVE DEALER GROUP LLC 401(K) PLAN · LOS ANGELES, CA · plan year 2024

Reported admin expense ratio · 2024
0.08%

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

Trophy Automotive Dealer Group LLC reported $10,906 in plan administrative expenses for 2024: 0.08% of average plan assets, lower than ~75% of peers. Employer contributions averaged $0 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 0.41% to 0.08%. 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 4,475th-largest of 9,483 plans among California employers on file, and the 1,967th of 5,215 in retail trade.

Plan summary
Net assets, end of year$14,417,991
Participants with balances228
Active participants511
Employer contributions$0
Employee contributions$1,013,488
Employer contribution per active participant$0
Average account balance$63,237
Benefits paid to participants$1,888,470
Plan auditUnmodified (clean) audit opinion
AuditorLEMAS & ASSOCIATES
Plan history3
Yearassets · accounts · employer contribution
2024$14.4M · 228 accts
2023$13.5M · 239 accts · $254K emplr
2022$10.9M · 258 accts · $274K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$3,845
Investment management$6,061
Total administrative$10,906
The Trophy Automotive Dealer Group LLC 401(k) match · 2024
Employer contribution per active participant$0
Median for plans this size$2,416
2023$509 per active participant
2022$520 per active participant

Trophy Automotive Dealer Group LLC's 2024 employer contribution ran below the $2,416 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 · 20243
VOYA RETIREMENT ADVISORS, LLC · Investment advisory (participants)$6,061
MMA SECURITIES LLCindirect comp
PREMIER PLAN CONSULTANTS, INC · Other 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 history3
2024$10,906 · 0.08%
2023$24,137 · 0.20%
2022$47,909 · 0.41%
Same employer
Similar plansRetail Trade · California
Wine.com CA$14.7M · 0.60%
Robert a. Smith, Inc. CA$14.5M · 0.42%
Vintners Distributors, Inc. CA$14.5M · 0.52%
Bird Rides, Inc. CA$14.2M · 0.09%
Toyota of Santa Maria CA$14.1M · 0.62%
Dean Vistnes MD Inc CA$13.9M · 0.03%

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Source: U.S. Department of Labor, Form 5500 series, EIN 464311653 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.