Plan Ledger DOL Form 5500 · updated monthly

Tulley Automotive Group, Inc.401(k)

TULLEY AUTOMOTIVE GROUP, INC. 401K PROFIT SHARING PLAN · SOUTH NASHUA, NH · plan year 2024

Reported admin expense ratio · 2024
0.39%

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

Tulley Automotive Group, Inc. reported $68,238 in plan administrative expenses for 2024: 0.39% of average plan assets, above the peer median. Employer contributions averaged $832 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 0.31% to 0.39%. 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 180th-largest of 411 plans among New Hampshire employers on file, and the 1,544th of 5,215 in retail trade. In 2024, employees put in $5.84 for every $1.00 the employer contributed; active participation has grown from 307 to 351 since 2022.

Plan summary
Net assets, end of year$18,890,288
Participants with balances395
Active participants351
Employer contributions$292,078
Employee contributions$1,704,813
Employer contribution per active participant$832
Average account balance$47,824
Benefits paid to participants$1,781,052
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$18.9M · 395 accts · $292K emplr
2023$16.4M · 344 accts · $263K emplr
2022$12.6M · 316 accts · $216K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$17,450
Investment management$8,166
Total administrative$68,238
The Tulley Automotive Group, Inc. 401(k) match · 2024
Employer contribution per active participant$832
Median for plans this size$2,416
2024$832 per active participant
2023$829 per active participant
2022$703 per active participant

Tulley Automotive Group, Inc.'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 · 20242
GLOBAL RETIREMENT PARTNERS LLCindirect 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$68,238 · 0.39%
2023$59,636 · 0.41%
2022$42,891 · 0.31%
Same employer
Similar plansRetail Trade · New Hampshire
Rugby Holdings LLC NH$33.0M · 0.54%
William F Fenton, LLC NH$11.7M · 0.34%
Peters Auto Sales, Inc. NH$11.5M · 0.01%

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Source: U.S. Department of Labor, Form 5500 series, EIN 020241189 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.