Plan Ledger DOL Form 5500 · updated monthly

Avanath Communities, Inc.401(k)

AVANATH COMMUNITIES, INC. 401(K) PLAN · IRVINE, CA · plan year 2024

Reported admin expense ratio · 2024
0.53%

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

Avanath Communities, Inc. reported $14,161 in plan administrative expenses for 2024: 0.53% of average plan assets, below the peer median. Employer contributions averaged $1,697 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.

The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other real estate & leasing employers. By assets it is among the smaller plans on file in California (7,805th of 9,483), and 1,717th of 2,096 in real estate & leasing. In 2024, employees put in $1.64 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$3,081,701
Participants with balances322
Active participants270
Employer contributions$458,103
Employee contributions$751,439
Employer contribution per active participant$1,697
Average account balance$9,571
Benefits paid to participants$675,582
Plan auditUnmodified (clean) audit opinion
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$14,161
Total administrative$14,161
The Avanath Communities, Inc. 401(k) match · 2024
Employer contribution per active participant$1,697
Median for plans this size$1,313

Avanath Communities, Inc.'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 · 20243
ADP, INC. · Loan processing · Recordkeeping$14,161
ADP BROKER-DEALER · Other servicesindirect comp
WELLS FARGO · Other servicesindirect comp

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

Administrative cost history1
2024$14,161 · 0.53%
Similar plansReal Estate & Leasing · California
Geweke Real Estate CA$3.5M · 0.43%
Spieker Companies, Inc. CA$3.3M · 0.05%
6 Founders, LLC CA$3.1M · 0.79%
Sundae, Inc. CA$3.1M · 0.49%
Augusta Financial, Inc. CA$3.0M · 0.93%

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Source: U.S. Department of Labor, Form 5500 series, EIN 852995317 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.