Plan Ledger DOL Form 5500 · updated monthly

Warren Henry Automobiles, Inc.401(k)

WARREN HENRY AUTOMOBILES, INC. 401(K) PLAN · NORTH MIAMI, FL · plan year 2024

Reported admin expense ratio · 2024
0.27%

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

Warren Henry Automobiles, Inc. reported $46,336 in plan administrative expenses for 2024: 0.27% of average plan assets, below the peer median. Employer contributions averaged $860 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 0.31% to 0.27%. 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 the 1,135th-largest of 3,644 plans among Florida employers on file, and the 1,476th of 5,215 in retail trade. In 2024, employees put in $5.93 for every $1.00 the employer contributed; active participation has grown from 422 to 530 since 2022.

Plan summary
Net assets, end of year$19,639,897
Participants with balances576
Active participants530
Employer contributions$456,036
Employee contributions$2,705,366
Employer contribution per active participant$860
Average account balance$34,097
Benefits paid to participants$1,374,135
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$19.6M · 576 accts · $456K emplr
2023$14.8M · 541 accts · $439K emplr
2022$11.2M · 469 accts · $374K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$21,319
Investment management$25,017
Total administrative$46,336
The Warren Henry Automobiles, Inc. 401(k) match · 2024
Employer contribution per active participant$860
Median for plans this size$2,416
2024$860 per active participant
2023$899 per active participant
2022$886 per active participant

Warren Henry Automobiles, 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 · 20242
UBS FINANCIAL SERVICES, INC. · Recordkeeping · Trustee$25,017
ADP, INC. · Loan processing · Recordkeeping$21,319

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, UBS
2023ADP, UBS

Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$46,336 · 0.27%
2023$38,927 · 0.30%
2022$35,753 · 0.31%
Same employer
Similar plansRetail Trade · Florida
Meteor Education, LLC FL$21.8M · 0.32%
Sunshine Ace Hardware, Inc. FL$19.1M · 0.43%
Tom Bush Volkswagen Inc FL$19.0M · 0.26%
Galati Yacht Sales, LLC FL$19.0M · 0.39%
A Beka Book, Inc. FL$18.5M · 0.23%

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Source: U.S. Department of Labor, Form 5500 series, EIN 592594999 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.