Plan Ledger DOL Form 5500 · updated monthly

Avante Group, Inc.401(k)

AVANTE GROUP, INC. 401(K) PLAN · ORLANDO, FL · plan year 2024

Reported admin expense ratio · 2024
0.49%

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

Avante Group, Inc. reported $54,235 in plan administrative expenses for 2024: 0.49% of average plan assets, higher than ~75% of peers. Employer contributions averaged $5 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 0.33% to 0.49%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other health care & social assistance employers. By assets it is the 1,627th-largest of 3,644 plans among Florida employers on file, and the 5,265th of 11,911 in health care & social assistance. In 2024, employees put in $102.64 for every $1.00 the employer contributed; active participation has shrunk from 1,926 to 1,497 since 2022.

Plan summary
Net assets, end of year$11,578,099
Participants with balances525
Active participants1,497
Employer contributions$7,994
Employee contributions$820,527
Employer contribution per active participant$5
Average account balance$22,054
Benefits paid to participants$1,083,564
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$11.6M · 525 accts · $8K emplr
2023$10.5M · 904 accts
2022$9.5M · 622 accts · $152K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$54,235
Total administrative$54,235
The Avante Group, Inc. 401(k) match · 2024
Employer contribution per active participant$5
Median for plans this size$2,416
2024$5 per active participant
2022$79 per active participant

Avante Group, Inc.'s 2024 employer contribution ran below the $2,416 median for plans its size, in the bottom quarter of its peers. 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
TRANSAMERICA FINANCIAL LIFE INSURAN · Recordkeeping · Loan processing$54,235

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

Recordkeeper by year2
2024Transamerica
2023Transamerica

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

Administrative cost history3
2024$54,235 · 0.49%
2023$32,230 · 0.32%
2022$34,071 · 0.33%
Same employer
Similar plansHealth Care & Social Assistance · Florida
Inhealth MD Alliance, LLC FL$11.9M · 0.62%
Sbk Capital, LLC FL$11.8M · 0.25%
Big Bend Hospice, Inc. FL$11.6M · 0.52%
Florida Cardiology, P.A. FL$11.2M · 0.51%

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Source: U.S. Department of Labor, Form 5500 series, EIN 651033707 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.