Plan Ledger DOL Form 5500 · updated monthly

Westbury Jeep Chrysler Dodge I401(k)

WESTBURY JEEP CHRYSLER DODGE I 401(K) PROFIT SHARING PLAN AND TRUST · WESTBURY, NY · plan year 2025

Reported admin expense ratio · 2025
0.65%

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

Westbury Jeep Chrysler Dodge I reported $155,942 in plan administrative expenses for 2025: 0.65% of average plan assets, higher than ~90% of peers. Employer contributions averaged $527 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 3 years on file its reported administrative ratio rose from 0.56% to 0.65%. The plan sits in the $10M–$50M size bracket, benchmarked here against 1,620 comparable plans and shown alongside other real estate & leasing employers. By assets it is the 2,065th-largest of 5,648 plans among New York employers on file, and the 493rd of 2,096 in real estate & leasing. In 2025, employees put in $9.84 for every $1.00 the employer contributed; active participation has shrunk from 1,036 to 910 since 2022.

Plan summary
Net assets, end of year$27,727,452
Participants with balances927
Active participants910
Employer contributions$479,526
Employee contributions$4,720,431
Employer contribution per active participant$527
Average account balance$29,911
Benefits paid to participants$1,522,623
Plan auditUnmodified (clean) audit opinion
Plan history4
Yearassets · accounts · employer contribution
2025$27.7M · 927 accts · $480K emplr
2024$20.6M · 279 accts
2023$18.8M · 256 accts
2022$15.5M · 264 accts
Administrative expenses, itemized · 2025
Recordkeeping & contract admin$106,090
Investment management$15,862
Total administrative$155,942
The Westbury Jeep Chrysler Dodge I 401(k) match · 2025
Employer contribution per active participant$527
Median for plans this size$2,666

Westbury Jeep Chrysler Dodge I's 2025 employer contribution ran below the $2,666 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 2025 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20253
PRINCIPAL LIFE INSURANCE COMPANY · Contract administrator · Loan processing$62,465
MERRILL LYNCH · Pension consulting · Investment advisory (plan)$49,852
ORENDA RETIREMENT LLC · Other services · Contract administrator$43,675

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

Administrative cost history4
2025$155,942 · 0.65%
2024$119,710 · 0.61%
2023$113,882 · 0.66%
2022$92,170 · 0.56%
Same employer
Similar plansReal Estate & Leasing · New York
Fairfield Properties NY$29.0M · 0.42%
Rose Associates, Inc. NY$28.1M · 0.03%
Broadwall Management Corp. NY$28.1M · 0.22%
Phipps Houses NY$27.1M · 0.32%
Conifer Realty LLC NY$24.6M · 0.62%
Rockrose Development, LLC NY$24.5M · 0.18%
View the Space, Inc. NY$24.5M · 0.05%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 112288005 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.