Plan Ledger DOL Form 5500 · updated monthly

Av Squad, LP401(k)

AV SQUAD, LP 401(K) PLAN · LOS ANGELES, CA · plan year 2025

Reported admin expense ratio · 2025
0.32%

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

Av Squad, LP reported $59,368 in plan administrative expenses for 2025: 0.32% of average plan assets, above the peer median. Employer contributions averaged $1,912 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 fell from 0.37% to 0.32%. The plan sits in the $10M–$50M size bracket, benchmarked here against 1,620 comparable plans and shown alongside other other services employers. By assets it is the 3,576th-largest of 9,483 plans among California employers on file, and the 1,045th of 3,341 in other services. In 2025, employees put in $5.94 for every $1.00 the employer contributed; active participation has grown from 151 to 167 since 2022.

Plan summary
Net assets, end of year$20,438,271
Participants with balances210
Active participants167
Employer contributions$319,287
Employee contributions$1,896,859
Employer contribution per active participant$1,912
Average account balance$97,325
Benefits paid to participants$1,941,654
Plan auditUnmodified (clean) audit opinion
Plan history4
Yearassets · accounts · employer contribution
2025$20.4M · 210 accts · $319K emplr
2024$16.5M · 205 accts · $257K emplr
2023$12.8M · 189 accts · $237K emplr
2022$9.6M · 183 accts · $315K emplr
Administrative expenses, itemized · 2025
Recordkeeping & contract admin$15,853
Investment management$43,515
Total administrative$59,368
The Av Squad, LP 401(k) match · 2025
Employer contribution per active participant$1,912
Median for plans this size$2,666
2025$1,912 per active participant
2024$1,549 per active participant
2023$1,610 per active participant
2022$2,087 per active participant

Av Squad, LP's 2025 employer contribution ran below the $2,666 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 · 20251
BETTERMENT FOR BUSINESS, LLC · Investment advisory (plan)$59,368

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$59,368 · 0.32%
2024$37,892 · 0.26%
2023$41,311 · 0.37%
2022$36,453 · 0.37%
Similar plansOther Services · California
Low Income Investment Fund CA$20.6M · 0.02%
San Diego Foundation CA$20.5M · 0.19%
S&D Car Wash Management LLC CA$19.8M · 0.94%

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Source: U.S. Department of Labor, Form 5500 series, EIN 474160801 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.