Plan Ledger DOL Form 5500 · updated monthly

USA Automotive Partners, LLC401(k)

USA AUTOMOTIVE PARTNERS 401K PLAN (FORMERLY CALDWELL COUNTRY 401K PLAN) · CALDWELL, TX · plan year 2024

Reported admin expense ratio · 2024
0.76%

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

USA Automotive Partners, LLC reported $18,720 in plan administrative expenses for 2024: 0.76% of average plan assets, above the peer median. Employer contributions averaged $1,545 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.

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 Texas (4,691st of 5,688), and 4,473rd of 5,215 in retail trade. In 2024, employees put in $1.88 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$2,659,459
Participants with balances154
Active participants136
Employer contributions$210,163
Employee contributions$394,068
Employer contribution per active participant$1,545
Average account balance$17,269
Benefits paid to participants$514,104
Plan auditUnmodified (clean) audit opinion
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$18,720
Total administrative$18,720
The USA Automotive Partners, LLC 401(k) match · 2024
Employer contribution per active participant$1,545
Median for plans this size$1,313

USA Automotive Partners, LLC's 2024 employer contribution ran above 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
CAPITAL GROUP RETIREMENT PLAN SERV · Recordkeeping · Investment management$6,424
KESTRA INVESTMENT SERVICES, LLC · Pension consulting · Investment advisory (participants)$11,786

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

Administrative cost history1
2024$18,720 · 0.76%
Similar plansRetail Trade · Texas
Bobcat Contracting, LLC TX$2.7M · 0.05%
Famsa TX$2.7M · 0.54%
Randall Noe Hyundai, LP TX$2.7M · 0.30%
C & N Investments, Inc. TX$2.6M · 0.55%
Cs Auto, LTD. TX$2.5M · 1.05%

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Source: U.S. Department of Labor, Form 5500 series, EIN 873266366 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.