Plan Ledger DOL Form 5500 · updated monthly

Woodhouse Ford, Inc.401(k)

WOODHOUSE AUTO FAMILY 401(K) PLAN · OMAHA, NE · plan year 2024

Reported admin expense ratio · 2024
0.23%

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

Woodhouse Ford, Inc. reported $203,349 in plan administrative expenses for 2024: 0.23% of average plan assets, above the peer median. Employer contributions averaged $1,709 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 0.05% to 0.23%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other retail trade employers. By assets it is the 65th-largest of 565 plans among Nebraska employers on file, and the 391st of 5,215 in retail trade. In 2024, employees put in $2.91 for every $1.00 the employer contributed; active participation has grown from 1,066 to 1,396 since 2022.

Plan summary
Net assets, end of year$95,746,630
Participants with balances1,524
Active participants1,396
Employer contributions$2,385,229
Employee contributions$6,936,631
Employer contribution per active participant$1,709
Average account balance$62,826
Benefits paid to participants$9,293,478
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$95.7M · 1,524 accts · $2.4M emplr
2023$83.8M · 1,347 accts · $2.2M emplr
2022$67.2M · 1,147 accts · $2.1M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$58,554
Investment management$85,320
Audit (IQPA)$59,475
Total administrative$203,349
The Woodhouse Ford, Inc. 401(k) match · 2024
Employer contribution per active participant$1,709
Median for plans this size$3,635
2024$1,709 per active participant
2023$1,732 per active participant
2022$1,979 per active participant

Woodhouse Ford, Inc.'s 2024 employer contribution ran below the $3,635 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 · 20245
UNITED OF OMAHA · Recordkeeping · Loan processing$21,195
MUTUAL OF OMAHA INVESTOR SERVICES, · Investment advisory (plan)$78,162
EIDE BAILLY CPAS AND ADVISORS · Accounting / audit$59,475
ASCENSUS LLC · Loan processing$37,359
MESIROW · Investment advisory (plan)$7,158

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$203,349 · 0.23%
2023$63,326 · 0.08%
2022$38,176 · 0.05%
Same employer
Similar plansRetail Trade · Nebraska
The Buckle, Inc. NE$201.1M · 0.17%
Otc Brands, Inc. NE$105.4M · 0.05%
Southerncarlson, Inc. NE$93.1M · 0.27%
Ho-Chunk, Inc. NE$81.9M · 0.46%
B&R Stores, Inc. NE$74.6M · 0.23%
Baxter Shared Services, LLC NE$61.4M · 0.27%

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Source: U.S. Department of Labor, Form 5500 series, EIN 470565206 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.