Plan Ledger DOL Form 5500 · updated monthly

Avant, LLC401(k)

AVANT, LLC. 401(K) PLAN · CHICAGO, IL · plan year 2025

Reported admin expense ratio · 2025
0.17%

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

Avant, LLC reported $51,544 in plan administrative expenses for 2025: 0.17% of average plan assets, below the peer median. Employer contributions averaged $4,151 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 rose from 0.16% to 0.17%. The plan sits in the $10M–$50M size bracket, benchmarked here against 1,620 comparable plans and shown alongside other finance & insurance employers. By assets it is the 1,246th-largest of 3,702 plans among Illinois employers on file, and the 2,277th of 4,798 in finance & insurance. In 2025, employees put in $2.41 for every $1.00 the employer contributed; active participation has shrunk from 487 to 244 since 2022.

Plan summary
Net assets, end of year$32,770,800
Participants with balances420
Active participants244
Employer contributions$1,012,919
Employee contributions$2,446,040
Employer contribution per active participant$4,151
Average account balance$78,026
Benefits paid to participants$3,631,115
Plan auditUnmodified (clean) audit opinion
AuditorSMITH AND HOWARD, PC
Plan history4
Yearassets · accounts · employer contribution
2025$32.8M · 420 accts · $1.0M emplr
2024$27.7M · 424 accts · $1.1M emplr
2023$23.6M · 550 accts · $1.4M emplr
2022$17.5M · 590 accts · $1.4M emplr
Administrative expenses, itemized · 2025
Recordkeeping & contract admin$6,505
Total administrative$51,544
The Avant, LLC 401(k) match · 2025
Employer contribution per active participant$4,151
Median for plans this size$2,666
2025$4,151 per active participant
2024$4,540 per active participant
2023$4,944 per active participant
2022$2,857 per active participant

Avant, LLC's 2025 employer contribution ran above 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 · 20252
THE VANGUARD GROUP, INC. · Loan processing · Recordkeeping$6,505
CAPFINANCIAL PARTNERS, LLC · Investment advisory (plan)$45,039

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

Recordkeeper by year3
2025Vanguard
2024Vanguard
2023Vanguard

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

Administrative cost history4
2025$51,544 · 0.17%
2024$50,991 · 0.20%
2023$56,652 · 0.28%
2022$27,037 · 0.16%
Same employer
Similar plansFinance & Insurance · Illinois
Allied Benefit Systems, LLC IL$33.3M · 0.40%
Tradelink LLC IL$32.5M · 0.06%
Old Mission Capital, LLC IL$32.2M · 0.02%
Credit Union 1 IL$31.3M · 0.06%

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Source: U.S. Department of Labor, Form 5500 series, EIN 461341612 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.