Plan Ledger DOL Form 5500 · updated monthly

Weston Buick Gmc, Inc.401(k)

WESTON BUICK GMC, INC. 401(K) PLAN · GRESHAM, OR · plan year 2024

Reported admin expense ratio · 2024
0.41%

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

Weston Buick Gmc, Inc. reported $48,029 in plan administrative expenses for 2024: 0.41% of average plan assets, above the peer median. Employer contributions averaged $1,043 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 0.48% to 0.41%. 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 483rd-largest of 1,021 plans among Oregon employers on file, and the 2,198th of 5,215 in retail trade. In 2024, employees put in $5.37 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$12,559,315
Participants with balances192
Active participants139
Employer contributions$145,015
Employee contributions$779,298
Employer contribution per active participant$1,043
Average account balance$65,413
Benefits paid to participants$260,149
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$12.6M · 192 accts · $145K emplr
2023$10.6M · 183 accts · $269K emplr
2022$8.3M · 165 accts · $39K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$19,698
Investment management$28,331
Total administrative$48,029
The Weston Buick Gmc, Inc. 401(k) match · 2024
Employer contribution per active participant$1,043
Median for plans this size$2,416
2024$1,043 per active participant
2023$1,938 per active participant
2022$301 per active participant

Weston Buick Gmc, 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
THE VANGUARD GROUP, INC. · Recordkeeping · Loan processing$19,698
MORGAN STANLEY GLOBAL · Investment advisory (plan)$28,331

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

Recordkeeper by year2
2024Vanguard
2023Newport (Ascensus), Vanguard

This plan has changed recordkeepers within these filings. If you left Weston Buick Gmc, Inc. before a switch, your account may sit at the earlier firm or in a rollover IRA. Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$48,029 · 0.41%
2023$39,588 · 0.42%
2022$41,570 · 0.48%
Same employer
Similar plansRetail Trade · Oregon
Plaid Pantries, Inc. OR$14.3M · 0.09%
Rudy's Markets, Inc. OR$14.2M · 0.01%
Landmark Ford, Inc. OR$13.0M · 0.41%
Custom Decorators, Inc. OR$11.0M · 0.08%

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Source: U.S. Department of Labor, Form 5500 series, EIN 930471955 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.