Department of Labor filing

GRACE WINS, LLC

LEXUS OF WESLEY CHAPEL 401(K) PLAN · For the plan year ended Dec 31, 2024

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Public filing 2024 · received Oct 8, 2025Verified current terms Not available

Plan at a glance

How good does the filing look?

41filing comparison
out of 100

The filing looks broadly typical among comparable plans. This is a filing comparison, not a complete benefits score.

$Employer support

$1,273

Reported employer contributions per active participant.

Higher than about 45% of comparable plans

#People in the filing

Active participants reported for 2024.

The filing does not say how many employees are currently contributing.

¢Visible plan-paid fees

$273 / participant

Reported administrative expense—not every fee an employee may pay.

Lower cost than about 30% of comparable plans

↗Investment performance

Not available

Plan assets changed 14.6%, but that includes contributions, withdrawals, and market movement.

Asset change is not investment performance.

What we still need to judge the benefit

Current match formula, vesting, eligibility, investment choices, fund expense ratios, and employee-level fees.

See missing terms ↓

Filing comparison · 202441out of 100 among similar-size plans in the same industry when enough peers exist

How this filing compares

Reported employer contributions45th percentileTypical peer $1,535 · based on 69 comparable plans

Lower reported administrative expense30th percentileTypical peer $175 · based on 79 comparable plans

This comparison uses historical filing figures. It does not compare current match formulas, vesting, investments, or employee fees.

The short version

What the latest filing tells us

For the plan year ended Dec 31, 2024, GRACE WINS, LLC reported $119,699 in employer contributions across the plan and 94 active participants. That works out to $1,273 per active participant. It is useful context, but it is not the current match formula and it does not show what any one employee received.

Participation proxy46%

Active participants divided by all end-of-year plan participants. This is not the company participation rate because the filing does not report every eligible employee.

Employer money trendDown 8.9%

Change in reported employer contribution per active participant across the filing history shown.

Expense trendUp 10.9%

Change in reported administrative expense per participant. Investment expenses may not be included.

Peer context41/100

A filing comparison among similar-size plans in the same industry when enough peers exist.

Where the public filing stops

Current match, vesting, eligibility, employee fees, and investment choices require a dated plan document. Until we have one, those details stay blank.

Latest financial record

Contributions, assets, and expenses

These figures are reported totals for the plan—not individual account balances or promises to any employee.

Employer contributions: $119,699
Participant contributions: $598,983
Other contributions: $39,446
Employer share of reported contributions: 16.7%
Beginning assets: $6,868,745
Ending assets: $7,869,141
Ending net assets: $7,869,141
Ending liabilities: $0
Total income: $1,817,659
Total expenses: $817,263
Administrative expenses: $58,464
Participant loans: $71,033

Three-year filing history

How the reported figures changed

Each chart uses its own scale and starts at zero. When the filing has no value, the chart says so rather than turning it into a zero.

Employer contributions reported per active participant

2022

$1,397

2023

$1,085

2024

$1,273

Plan-paid administrative expenses per participant

2022

$246

2023

$244

2024

$273

Active participants

2022

2023

2024

Detailed filing history
Plan year	Per active participant	Active participants	Plan assets	Filing ID
2024	$1,273	94	7.9M	20251008092346NAL0009458272001
2023	$1,085	87	6.9M	20240926124915NAL0000672721001
2022	$1,397	77	5.5M	20231002114712NAL0022276256001

Changes in plan assets are not the same as investment performance. Each row uses the selected public filing for that year.

Plan operations

Details worth knowing

Participant loans as a share of plan assets: 0.9%
Independent accountant’s opinion: Disclaimer of opinion Code 3
Late participant contributions reported: Not stated in the filing
Public plan identifier: 812735016-001

Reported plan details

Identity and filing status

Plan type: Retirement plan
Employer arrangement: Single-employer plan
Plan effective date: Jan 1, 2001
Industry: Retail trade
Amended filing: No
Final filing for this plan: No
Short plan year: No
401(k) feature reported: Yes
Show DOL characteristic codes
2E2F2G2J2K2S2T3D3H

Current plan terms

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Filing ACK_ID20251008092346NAL0009458272001

Data sourceDOL Form 5500 bulk data ↗

Filing searchEFAST2 ↗