Plan Ledger DOL Form 5500 · updated monthly

Winter Park Imports, Inc. dba Lexus of Orlando & Lexus of Winter Park401(k)

WINTER PARK IMPORTS, INC. 401(K) PROFIT SHARING PLAN · WINTER PARK, FL · plan year 2024

Reported admin expense ratio · 2024
0.80%

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

Winter Park Imports, Inc. dba Lexus of Orlando & Lexus of Winter Park reported $35,384 in plan administrative expenses for 2024: 0.80% of average plan assets, above the peer median. Employer contributions averaged $0 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 has held roughly steady near 0.80%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other professional & technical services employers. By assets it is among the smaller plans on file in Florida (2,530th of 3,644), and 9,878th of 11,654 in professional & technical services.

Plan summary
Net assets, end of year$4,788,958
Participants with balances162
Active participants232
Employer contributions$0
Employee contributions$466,525
Employer contribution per active participant$0
Average account balance$29,561
Benefits paid to participants$333,116
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$4.8M · 162 accts
2023$4.1M · 148 accts
2022$3.5M · 159 accts
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$35,384
Total administrative$35,384
The Winter Park Imports, Inc. dba Lexus of Orlando & Lexus of Winter Park 401(k) match · 2024
Employer contribution per active participant$0
Median for plans this size$1,313

Winter Park Imports, Inc. dba Lexus of Orlando & Lexus of Winter Park's 2024 employer contribution ran below the $1,313 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
TRANSAMERICA LIFE INSURANCE COMPANY · Recordkeeping · Loan processing$14,520
MERRILL LYNCH LIFE AGENCY, INC. · Investment advisory (plan)$17,564

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

Recordkeeper by year2
2024Transamerica
2023Transamerica

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

Administrative cost history3
2024$35,384 · 0.80%
2023$32,499 · 0.86%
2022$29,921 · 0.82%
Similar plansProfessional & Technical Services · Florida
H&Co LLP FL$5.0M · 0.41%
Sdii Global, LLC FL$4.9M · 0.92%
Ar Franchising, Inc FL$4.9M · 0.55%
Contec Americas Inc. FL$4.7M · 0.91%
Hidden Eyes LLC FL$4.7M · 1.12%

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Source: U.S. Department of Labor, Form 5500 series, EIN 592955009 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.