Plan Ledger DOL Form 5500 · updated monthly

Avalon HR LLC401(k)

AVALON HR 401K PLAN · PENSACOLA, FL · plan year 2024

Reported admin expense ratio · 2024
0.68%

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

Avalon HR LLC reported $61,427 in plan administrative expenses for 2024: 0.68% of average plan assets, above the peer median. Employer contributions averaged $1,554 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 fell from 0.87% to 0.68%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other professional & technical services employers. By assets it is the 1,797th-largest of 3,644 plans among Florida employers on file, and 8,039th of 11,654 in professional & technical services. In 2024, employees put in $2.16 for every $1.00 the employer contributed; active participation has grown from 180 to 223 since 2022.

Plan summary
Net assets, end of year$9,855,448
Participants with balances157
Active participants223
Employer contributions$346,540
Employee contributions$747,796
Employer contribution per active participant$1,554
Average account balance$62,774
Benefits paid to participants$101,408
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$9.9M · 157 accts · $347K emplr
2023$8.2M · 149 accts · $278K emplr
2022$6.2M · 113 accts · $172K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$59,960
Investment management$1,467
Total administrative$61,427
The Avalon HR LLC 401(k) match · 2024
Employer contribution per active participant$1,554
Median for plans this size$1,313
2024$1,554 per active participant
2023$1,624 per active participant
2022$954 per active participant

Avalon HR LLC's 2024 employer contribution ran above the $1,313 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 · 20241
SLAVIC INTEGRATED ADMINISTRATION · Recordkeeping · Loan processing$59,960

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

Recordkeeper by year2
2024Slavic401k
2023Slavic401k

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

Administrative cost history3
2024$61,427 · 0.68%
2023$43,057 · 0.60%
2022$58,762 · 0.87%
Similar plansProfessional & Technical Services · Florida
Eac Consulting, Inc. FL$10.0M · 0.77%
Iron Eaglex, Inc. FL$10.0M · 0.08%
Array US, Inc. FL$9.9M · 0.36%
Zyscovich Aia FL$9.7M · 0.97%
Skanska USA Civil, Inc. FL$9.7M · 0.56%
Spectrio, LLC FL$9.7M · 0.68%
Ubicquia LLC FL$9.6M · 0.61%

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Source: U.S. Department of Labor, Form 5500 series, EIN 201360631 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.