Plan Ledger DOL Form 5500 · updated monthly

Allvue Systems, LLC401(k)

ALLVUE 401(K) PLAN · CORAL GABLES, FL · plan year 2025

Reported admin expense ratio · 2025
0.16%

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

Allvue Systems, LLC reported $87,795 in plan administrative expenses for 2025: 0.16% of average plan assets, above the peer median. Employer contributions averaged $6,133 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 rose from 0.15% to 0.16%. The plan sits in the $50M–$250M size bracket, benchmarked here against 605 comparable plans and shown alongside other professional & technical services employers. By assets it is the 463rd-largest of 3,644 plans among Florida employers on file, and the 2,339th of 11,654 in professional & technical services. In 2025, employees put in $2.33 for every $1.00 the employer contributed; active participation has shrunk from 376 to 330 since 2022.

Plan summary
Net assets, end of year$61,047,728
Participants with balances504
Active participants330
Employer contributions$2,023,984
Employee contributions$4,707,239
Employer contribution per active participant$6,133
Average account balance$121,126
Benefits paid to participants$8,335,132
Plan auditUnmodified (clean) audit opinion
Plan history4
Yearassets · accounts · employer contribution
2025$61.0M · 504 accts · $2.0M emplr
2024$51.9M · 514 accts · $2.0M emplr
2023$40.3M · 506 accts · $1.9M emplr
2022$32.1M · 533 accts · $2.2M emplr
Administrative expenses, itemized · 2025
Recordkeeping & contract admin$75,931
Total administrative$87,795
The Allvue Systems, LLC 401(k) match · 2025
Employer contribution per active participant$6,133
Median for plans this size$4,093
2025$6,133 per active participant
2024$5,865 per active participant
2023$5,514 per active participant
2022$5,806 per active participant

Allvue Systems, LLC's 2025 employer contribution ran above the $4,093 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 2025 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20252
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processing$75,931
CREATIVE PLANNING · Investment advisory (plan)$11,864

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Administrative cost history4
2025$87,795 · 0.16%
2024$64,319 · 0.14%
2023$52,162 · 0.14%
2022$47,736 · 0.15%
Same employer
Similar plansProfessional & Technical Services · Florida
Kubicki Draper, P.A. FL$71.6M · 0.24%
Aerodyne Industries LLC FL$70.1M · 0.50%
Berger Singerman, LLP FL$68.8M · 0.19%
Iqnavigator, Inc. FL$59.6M · 0.24%
Cole, Scott & Kissane, P.A. FL$59.3M · 0.35%

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Source: U.S. Department of Labor, Form 5500 series, EIN 208317010 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.