Plan Ledger DOL Form 5500 · updated monthly

Availity, L.L.C.401(k)

AVAILITY, L.L.C. 401(K) RETIREMENT SAVINGS PLAN · JACKSONVILLE, FL · plan year 2024

Reported admin expense ratio · 2024
0.12%

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

Availity, L.L.C. reported $185,398 in plan administrative expenses for 2024: 0.12% of average plan assets, below the peer median. Employer contributions averaged $4,309 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 0.10% to 0.12%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other information & media employers. By assets it is the 208th-largest of 3,644 plans among Florida employers on file, and the 210th of 2,199 in information & media. In 2024, employees put in $2.13 for every $1.00 the employer contributed; active participation has grown from 1,397 to 1,590 since 2022.

Plan summary
Net assets, end of year$174,841,173
Participants with balances1,934
Active participants1,590
Employer contributions$6,850,561
Employee contributions$14,571,569
Employer contribution per active participant$4,309
Average account balance$90,404
Benefits paid to participants$14,235,309
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$174.8M · 1,934 accts · $6.9M emplr
2023$139.5M · 1,846 accts · $6.2M emplr
2022$102.1M · 1,644 accts · $4.8M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$151,625
Investment management$33,773
Total administrative$185,398
The Availity, L.L.C. 401(k) match · 2024
Employer contribution per active participant$4,309
Median for plans this size$3,635
2024$4,309 per active participant
2023$4,185 per active participant
2022$3,455 per active participant

Availity, L.L.C.'s 2024 employer contribution ran above the $3,635 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 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20242
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processing$152,057
STRATEGIC ADVISORS, INC. · Investment advisory (plan)$33,773

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$185,398 · 0.12%
2023$122,990 · 0.10%
2022$108,199 · 0.10%
Same employer
Similar plansInformation & Media · Florida
Finastra USA Corporation FL$428.4M · 0.06%
Dycom Industries, Inc. FL$402.4M · 0.16%
Times Publishing Company FL$199.4M · 0.04%
Kaseya US, LLC FL$143.7M · 0.35%
Connectwise, LLC. FL$123.0M · 0.24%
Modernizing Medicine, Inc. FL$114.8M · 0.17%

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Source: U.S. Department of Labor, Form 5500 series, EIN 593715944 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.