Plan Ledger DOL Form 5500 · updated monthly

Advantage Sales & Marketing, LLC401(k)

ADVANTAGE 401(K) SAVINGS PLAN · IRVINE, CA · plan year 2023

Reported admin expense ratio · 2023
0.16%

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

Advantage Sales & Marketing, LLC reported $1,205,501 in plan administrative expenses for 2023: 0.16% of average plan assets, higher than ~75% of peers. Employer contributions averaged $412 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 0.153%. The plan sits in the $250M–$1B size bracket, benchmarked here against 2,601 comparable plans and shown alongside other professional & technical services employers. By assets it is the 166th-largest of 9,483 plans among California employers on file, and the 228th of 11,654 in professional & technical services. In 2023, employees put in $3.60 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$781,181,870
Participants with balances11,764
Active participants32,896
Employer contributions$13,543,028
Employee contributions$48,723,838
Employer contribution per active participant$412
Average account balance$66,404
Benefits paid to participants$89,134,872
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$764.6M · 11,094 accts · $12.1M emplr
2023$781.2M · 11,764 accts · $13.5M emplr
2022$690.2M · 11,822 accts · $12.9M emplr
Administrative expenses, itemized · 2023
Recordkeeping & contract admin$1,205,501
Total administrative$1,205,501
The Advantage Sales & Marketing, LLC 401(k) match · 2023
Employer contribution per active participant$412
Median for plans this size$4,362
2024$346 per active participant
2023$412 per active participant
2022$397 per active participant

Advantage Sales & Marketing, LLC's 2023 employer contribution ran below the $4,362 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 2023 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20233
PRINCIPAL LIFE INSURANCE COMPANY · Contract administrator · Loan processing$1,205,501
WRIGHT FORD YOUNG & CO. · Accounting / auditindirect comp
SAGEVIEW ADVISORY GROUP, LLC · Investment advisory (plan)indirect 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$1,181,236 · 0.15%
2023$1,205,501 · 0.16%
2022$1,175,328 · 0.15%
Same employer
Similar plansProfessional & Technical Services · California
Splunk Inc. CA$821.2M
Protiviti Inc CA$814.1M · 0.07%
Mh Sub I LLC. CA$808.3M
Snap Inc. CA$779.8M · 0.01%
Arup US, Inc. CA$723.2M · 0.02%
Stripe, Inc. CA$718.1M · 0.04%
Gensler CA$717.2M · 0.07%

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Source: U.S. Department of Labor, Form 5500 series, EIN 330777131 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.