Plan Ledger DOL Form 5500 · updated monthly

Advantage Integration Technology, Inc.401(k)

ADVANTAGE INTEGRATION TECHNOLOGY, INC. 401(K) PLAN · ORLANDO, FL · plan year 2024

Reported admin expense ratio · 2024
0.94%

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

Advantage Integration Technology, Inc. reported $34,945 in plan administrative expenses for 2024: 0.94% of average plan assets, higher than ~75% of peers. Employer contributions averaged $1,797 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 0.82% to 0.94%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other construction employers. By assets it is among the smaller plans on file in Florida (2,707th of 3,644), and 4,261st of 5,337 in construction. In 2024, employees put in $2.40 for every $1.00 the employer contributed; active participation has shrunk from 121 to 96 since 2022.

Plan summary
Net assets, end of year$3,915,091
Participants with balances142
Active participants96
Employer contributions$172,540
Employee contributions$414,092
Employer contribution per active participant$1,797
Average account balance$27,571
Benefits paid to participants$655,116
Plan auditUnmodified (clean) audit opinion
AuditorERIN M PERDUE CPA
Plan history3
Yearassets · accounts · employer contribution
2024$3.9M · 142 accts · $173K emplr
2023$3.5M · 141 accts · $162K emplr
2022$2.9M · 117 accts · $120K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$15,848
Investment management$19,097
Total administrative$34,945
The Advantage Integration Technology, Inc. 401(k) match · 2024
Employer contribution per active participant$1,797
Median for plans this size$1,313
2024$1,797 per active participant
2023$1,606 per active participant
2022$989 per active participant

Advantage Integration Technology, Inc.'s 2024 employer contribution ran above the $1,313 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 · 20243
KESTRA ADVISORY SERVICES, LLC · Pension consulting · Investment advisory (participants)$19,097
CPI QUALIFIED PLAN CONSULTANTS, INC · Loan processing$11,948
MORSE DOMEIER BUMGARDNER · Contract administrator$3,900

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$34,945 · 0.94%
2023$28,018 · 0.87%
2022$26,127 · 0.82%
Similar plansConstruction · Florida
M.E. Construction Inc. FL$4.2M · 0.82%
J.A. Croson, LLC FL$4.1M · 1.27%
Swk Management, Inc. FL$4.0M · 0.89%
127 Group, LLC FL$3.8M · 0.07%
Youngquist Brothers, LLC FL$3.8M · 2.08%

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Source: U.S. Department of Labor, Form 5500 series, EIN 202819998 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.