Plan Ledger DOL Form 5500 · updated monthly

Advario North America LLC401(k)

ADVARIO NORTH AMERICAN LLC DEFINED CONTRIBUTION RETIREMENT PLAN · HOUSTON, TX · plan year 2024

Reported admin expense ratio · 2024
0.25%

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

Advario North America LLC reported $95,088 in plan administrative expenses for 2024: 0.25% of average plan assets, below the peer median. Employer contributions averaged $9,839 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 0.25%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other transportation & warehousing employers. By assets it is the 1,287th-largest of 5,688 plans among Texas employers on file, and the 466th of 2,677 in transportation & warehousing. In 2024, the employer put in $1.01 for every $1.00 employees contributed themselves.

Plan summary
Net assets, end of year$38,093,762
Participants with balances300
Active participants120
Employer contributions$1,180,666
Employee contributions$1,165,641
Employer contribution per active participant$9,839
Average account balance$126,979
Benefits paid to participants$5,800,101
Plan auditUnmodified (clean) audit opinion
AuditorHAM, LANGSTON & BREZINA LLP
Plan history3
Yearassets · accounts · employer contribution
2024$38.1M · 300 accts · $1.2M emplr
2023$36.9M · 307 accts · $988K emplr
2022$34.4M · 328 accts · $881K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$29,338
Investment management$65,750
Total administrative$95,088
The Advario North America LLC 401(k) match · 2024
Employer contribution per active participant$9,839
Median for plans this size$2,416
2024$9,839 per active participant
2023$8,513 per active participant
2022$7,340 per active participant

Advario North America LLC's 2024 employer contribution ran above the $2,416 median for plans its size, placing it in the top 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 · 20242
PRIME CAPITAL INVESTMENT ADVISORS · Investment advisory (plan)$65,750
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processing$29,338

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$95,088 · 0.25%
2023$91,594 · 0.26%
2022$105,423 · 0.26%
Same employer
Similar plansTransportation & Warehousing · Texas
Trimac Transportation Inc. TX$39.2M · 0.22%
South Bow USA Services Inc. TX$38.3M · 0.06%
Mode Transportation, LLC TX$35.3M · 0.17%
Aet Inc. Limited TX$33.3M · 0.09%
Ameriflight, LLC TX$30.4M · 0.29%
Ratp Dev North America TX$30.1M · 0.51%

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Source: U.S. Department of Labor, Form 5500 series, EIN 452226087 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.