Plan Ledger DOL Form 5500 · updated monthly

American Veterinary Medical Association401(k)

AVMA EMPLOYEES RETIREMENT PLAN · SCHAUMBURG, IL · plan year 2024

Reported admin expense ratio · 2024
0.07%

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

American Veterinary Medical Association reported $37,483 in plan administrative expenses for 2024: 0.07% of average plan assets, below the peer median. Employer contributions averaged $12,816 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 0.06% to 0.07%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other other services employers. By assets it is the 817th-largest of 3,702 plans among Illinois employers on file, and the 366th of 3,341 in other services. In 2024, employees put in $1.01 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$58,297,414
Participants with balances229
Active participants170
Employer contributions$2,178,638
Employee contributions$2,204,905
Employer contribution per active participant$12,816
Average account balance$254,574
Benefits paid to participants$4,817,936
Plan auditUnmodified (clean) audit opinion
AuditorRSM US LLP
Plan history3
Yearassets · accounts · employer contribution
2024$58.3M · 229 accts · $2.2M emplr
2023$52.6M · 236 accts · $2.1M emplr
2022$42.8M · 228 accts · $1.8M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$37,188
Total administrative$37,483
The American Veterinary Medical Association 401(k) match · 2024
Employer contribution per active participant$12,816
Median for plans this size$3,635
2024$12,816 per active participant
2023$11,559 per active participant
2022$10,797 per active participant

American Veterinary Medical Association's 2024 employer contribution ran above the $3,635 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 · 20241
T ROWE PRICE RPS INC · Recordkeeping · Trustee$37,188

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

Recordkeeper by year2
2024T. Rowe Price
2023T. Rowe Price

Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$37,483 · 0.07%
2023$32,019 · 0.07%
2022$27,672 · 0.06%
Same employer
Similar plansOther Services · Illinois
Feeding America IL$75.4M · 0.01%
Aarete, Inc. IL$55.0M
Planet Equity Group, LLC IL$53.3M · 0.49%

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Source: U.S. Department of Labor, Form 5500 series, EIN 360731170 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.