Plan Ledger DOL Form 5500 · updated monthly

Universal Auto Group I, Inc. dba Tacoma Dodge Chrysler Jeep401(k)

TACOMA DODGE CHRYSLER JEEP 401(K) PLAN · TACOMA, WA · plan year 2024

Reported admin expense ratio · 2024
0.02%

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

Universal Auto Group I, Inc. dba Tacoma Dodge Chrysler Jeep reported $1,335 in plan administrative expenses for 2024: 0.02% of average plan assets, lower than ~75% of peers. Employer contributions averaged $1,200 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 0.01% to 0.02%. 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 Washington (1,262nd of 1,714), and 3,391st of 5,215 in retail trade. In 2024, employees put in $3.23 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$6,424,302
Participants with balances153
Active participants109
Employer contributions$130,760
Employee contributions$422,507
Employer contribution per active participant$1,200
Average account balance$41,989
Benefits paid to participants$884,981
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$6.4M · 153 accts · $131K emplr
2023$5.9M · 160 accts · $144K emplr
2022$4.8M · 159 accts · $160K emplr
The Universal Auto Group I, Inc. dba Tacoma Dodge Chrysler Jeep 401(k) match · 2024
Employer contribution per active participant$1,200
Median for plans this size$1,313
2024$1,200 per active participant
2023$1,397 per active participant
2022$1,440 per active participant

Universal Auto Group I, Inc. dba Tacoma Dodge Chrysler Jeep's 2024 employer contribution ran below 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 · 20242
R.L. EVANS CO., INC.indirect comp
NWRPC, LLC · 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$1,335 · 0.02%
2023$8,106 · 0.15%
2022$680 · 0.01%
Same employer
Similar plansRetail Trade · Washington
Vancouver Ford, Inc. WA$7.2M · 0.03%
Sound Ford, Inc WA$7.0M · 1.02%
Evergreen Ford WA$6.9M · 0.67%
Rodland Motor Company WA$6.6M · 0.31%
Ziegler Lumber Company WA$6.4M · 0.01%
Valley Cash & Carry WA$5.0M · 0.53%

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Source: U.S. Department of Labor, Form 5500 series, EIN 271025733 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.