Plan Ledger DOL Form 5500 · updated monthly

Van Ausdall & Farrar Inc.401(k)

VAN AUSDALL & FARRAR INC. EMPLOYEE RETIREMENT PLAN · INDIANAPOLIS, IN · plan year 2024

Reported admin expense ratio · 2024
0.50%

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

Van Ausdall & Farrar Inc. reported $50,472 in plan administrative expenses for 2024: 0.50% of average plan assets, higher than ~75% of peers. Employer contributions averaged $908 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 0.54% to 0.50%. 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 among the smaller plans on file in Indiana (880th of 1,562), and the 2,563rd of 5,215 in retail trade. In 2024, employees put in $5.78 for every $1.00 the employer contributed; active participation has shrunk from 127 to 109 since 2022.

Plan summary
Net assets, end of year$10,388,281
Participants with balances147
Active participants109
Employer contributions$98,941
Employee contributions$571,683
Employer contribution per active participant$908
Average account balance$70,669
Benefits paid to participants$1,142,975
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$10.4M · 147 accts · $99K emplr
2023$9.8M · 149 accts · $127K emplr
2022$9.6M · 162 accts · $128K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$25,605
Investment management$24,867
Total administrative$50,472
The Van Ausdall & Farrar Inc. 401(k) match · 2024
Employer contribution per active participant$908
Median for plans this size$2,416
2024$908 per active participant
2023$1,052 per active participant
2022$1,005 per active participant

Van Ausdall & Farrar 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 · 20243
ADP, INC. · Loan processing · Recordkeeping$25,605
SHEPHERD FINANCIAL INVEST. ADVISORY · Recordkeeping · Trustee$24,867
ADP BROKER-DEALERindirect comp

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

Recordkeeper by year2
2024ADP, SHEPHERD FINANCIAL INVEST. ADVISORY
2023ADP, SHEPHERD FINANCIAL INVEST. ADVISORY

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Administrative cost history3
2024$50,472 · 0.50%
2023$57,669 · 0.59%
2022$57,430 · 0.54%
Same employer
Similar plansRetail Trade · Indiana
Quality Structures, LLC IN$10.9M · 0.46%
Stoops Automotive Group IN$10.2M · 0.33%
Heritage Petroleum, LLC IN$10.0M · 0.45%
The Blakley Corporation IN$9.1M · 0.58%

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Source: U.S. Department of Labor, Form 5500 series, EIN 351067666 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.