Plan Ledger DOL Form 5500 · updated monthly

Advanced Integration Technology LP401(k)

ADVANCED INTEGRATION TECHNOLOGY 401(K) PLAN · PLANO, TX · plan year 2024

Reported admin expense ratio · 2024
0.02%

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

Advanced Integration Technology LP reported $12,907 in plan administrative expenses for 2024: 0.02% of average plan assets, lower than ~75% of peers. Employer contributions averaged $5,606 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 0.021% to 0.024%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other professional & technical services employers. By assets it is the 971st-largest of 5,688 plans among Texas employers on file, and the 2,494th of 11,654 in professional & technical services. In 2024, employees put in $1.88 for every $1.00 the employer contributed; active participation has shrunk from 413 to 340 since 2022.

Plan summary
Net assets, end of year$56,552,692
Participants with balances502
Active participants340
Employer contributions$1,905,924
Employee contributions$3,583,131
Employer contribution per active participant$5,606
Average account balance$112,655
Benefits paid to participants$4,992,405
Plan auditUnmodified (clean) audit opinion
AuditorBLAND GARVEY
Plan history3
Yearassets · accounts · employer contribution
2024$56.6M · 502 accts · $1.9M emplr
2023$48.9M · 483 accts · $1.1M emplr
2022$44.8M · 557 accts · $1.3M emplr
Administrative expenses, itemized · 2024
Investment management$38,807
Audit (IQPA)$15,000
Total administrative$12,907
The Advanced Integration Technology LP 401(k) match · 2024
Employer contribution per active participant$5,606
Median for plans this size$3,635
2024$5,606 per active participant
2023$3,715 per active participant
2022$3,029 per active participant

Advanced Integration Technology LP's 2024 employer contribution ran above the $3,635 median for plans its size. 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 · 20244
MMA SECURITIES LLC · Consulting · Investment advisory (plan)$49,250
BLAND GARVEY, P.C. · Accounting / audit$15,000
STRATEGIC ADVISORS, INC. · Investment advisory (plan)$14,807
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processingindirect comp

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$12,907 · 0.02%
2023Not separately reported
2022$10,208 · 0.02%
Same employer
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Source: U.S. Department of Labor, Form 5500 series, EIN 472414568 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.