Plan Ledger DOL Form 5500 · updated monthly

Uptown Motors, Inc.401(k)

UPTOWN MOTORS, INC. 401(K) SAVINGS PLAN · WAUWATOSA, WI · plan year 2023

Reported admin expense ratio · 2023
0.05%

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

Uptown Motors, Inc. reported $2,708 in plan administrative expenses for 2023: 0.05% of average plan assets, lower than ~75% of peers. Employer contributions averaged $589 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 1 year on file its reported administrative ratio rose from 0.04% to 0.05%. The plan sits in the $1M–$10M size bracket, benchmarked here against 22,307 comparable plans and shown alongside other retail trade employers. By assets it is among the smaller plans on file in Wisconsin (1,522nd of 1,936), and 3,433rd of 5,215 in retail trade. In 2023, employees put in $8.25 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$6,277,291
Participants with balances95
Active participants108
Employer contributions$63,569
Employee contributions$524,255
Employer contribution per active participant$589
Average account balance$66,077
Benefits paid to participants$673,703
Plan auditUnmodified (clean) audit opinion
Plan history2
Yearassets · accounts · employer contribution
2023$6.3M · 95 accts · $64K emplr
2022$5.5M · 100 accts · $62K emplr
Administrative expenses, itemized · 2023
Recordkeeping & contract admin$2,708
Total administrative$2,708
The Uptown Motors, Inc. 401(k) match · 2023
Employer contribution per active participant$589
Median for plans this size$1,308
2023$589 per active participant
2022$617 per active participant

Uptown Motors, Inc.'s 2023 employer contribution ran below the $1,308 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 2023 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20231
STANCORP FINANCIAL GROUP · Claims processing · Recordkeeping$50,655

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

Administrative cost history2
2023$2,708 · 0.05%
2022$2,382 · 0.04%
Same employer
Similar plansRetail Trade · Wisconsin
Tw Vending Inc. WI$6.9M · 0.40%
Johnson Motor Sales, Inc. WI$6.7M · 0.56%
T & W Supermarket, Inc. WI$5.7M · 0.13%
Crest Cadillac, Inc. WI$5.6M · 0.45%
Hudson Ford LLC WI$5.6M · 0.51%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 390889732 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.