Plan Ledger DOL Form 5500 · updated monthly

Advo Companies, Inc.401(k)

ADVO COMPANY 401K PLAN · AMARILLO, TX · plan year 2022

Reported admin expense ratio · 2022
0.11%

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

Advo Companies, Inc. reported $1,188 in plan administrative expenses for 2022: 0.11% of average plan assets, lower than ~75% of peers. Employer contributions averaged $497 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.

The plan sits in the $1M–$10M size bracket, benchmarked here against 30,021 comparable plans and shown alongside other health care & social assistance employers. By assets it is among the smaller plans on file in Texas (5,255th of 5,688), and 10,830th of 11,911 in health care & social assistance. In 2022, employees put in $1.42 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$1,080,118
Participants with balances46
Active participants124
Employer contributions$61,651
Employee contributions$87,439
Employer contribution per active participant$497
Average account balance$23,481
Benefits paid to participants$20,727
Plan auditUnmodified (clean) audit opinion
AuditorJOHNSON &SHELDON, PLLC
Administrative expenses, itemized · 2022
Professional / advisory$1,188
Total administrative$1,188
The Advo Companies, Inc. 401(k) match · 2022
Employer contribution per active participant$497
Median for plans this size$1,114

Advo Companies, Inc.'s 2022 employer contribution ran below the $1,114 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 2022 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Administrative cost history1
2022$1,188 · 0.11%
Similar plansHealth Care & Social Assistance · Texas
Tyler Er Operations, LLC TX$1.1M · 0.31%
Admn Services, LLC TX$1.1M · 1.40%
Carillon, Inc. TX$1.1M · 0.79%
Jal Health Services, Inc. TX$1.0M · 1.15%

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Source: U.S. Department of Labor, Form 5500 series, EIN 752351337 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.