Plan Ledger DOL Form 5500 · updated monthly

Van Horn Automotive Group, Inc.ESOP

VAN HORN AUTOMOTIVE GROUP, INC. EMPLOYEE STOCK OWNERSHIP PLAN · PLYMOUTH, WI · plan year 2023

Reported admin expense ratio · 2023
0.42%

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

Van Horn Automotive Group, Inc. reported $133,555 in plan administrative expenses for 2023: 0.42% of average plan assets, above the peer median. Employer contributions averaged $4,484 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 0.43% to 0.70%. The plan sits in the $10M–$50M size bracket, benchmarked here against 26,779 comparable plans and shown alongside other retail trade employers. By assets it is the 528th-largest of 1,936 plans among Wisconsin employers on file, and the 856th of 5,215 in retail trade.

Plan summary
Net assets, end of year$36,956,302
Participants with balances650
Active participants527
Employer contributions$2,363,106
Employee contributions—
Employer contribution per active participant$4,484
Average account balance$56,856
Benefits paid to participants$1,226,334
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$31.7M · 660 accts · $4.5M emplr
2023$37.0M · 650 accts · $2.4M emplr
2022$25.9M · 598 accts · $930K emplr
Administrative expenses, itemized · 2023
Recordkeeping & contract admin$97,401
Total administrative$133,555
Employer contributions to the Van Horn Automotive Group, Inc. plan · 2023
Employer contribution per active participant$4,484
Median for plans this size$2,440
2024$8,142 per active participant
2023$4,484 per active participant
2022$1,871 per active participant

Van Horn Automotive Group, Inc.'s 2023 employer contribution ran above the $2,440 median for plans its size, placing it in the top 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 · 20234
TI TRUST · Trustee (discretionary)$53,539
PRARIE CAPITAL · Valuation$36,153
PFG · Plan administrator$27,861
EIDE BAILLY LLP · Actuarial$16,000

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$240,250 · 0.70%
2023$133,555 · 0.42%
2022$108,715 · 0.43%
All plans at this employer2
VAN HORN AUTOMOTIVE GROUP 401(K) PLAN401(k)
VAN HORN AUTOMOTIVE GROUP, INC. EMPLOYEE STOCK OWNERSHIP PLANESOP
Same employer
Similar plansRetail Trade · Wisconsin
Shoptikal WI$46.0M · 0.07%
Duluth Holdings Inc. WI$44.3M · 0.43%
Batteries Plus, LLC WI$41.1M · 0.27%
Kayser Ford, Inc. WI$36.0M · 0.29%
Boston, Inc. WI$34.3M · 0.02%
Russ Darrow Group, Inc. WI$34.2M · 0.22%

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Source: U.S. Department of Labor, Form 5500 series, EIN 464704899 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.