Plan Ledger DOL Form 5500 · updated monthly

Avanti Destinations, LLC401(k)

AVANTI DESTINATIONS 401(K) PLAN · PORTLAND, OR · plan year 2024

Reported admin expense ratio · 2024
0.38%

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

Avanti Destinations, LLC reported $19,542 in plan administrative expenses for 2024: 0.38% of average plan assets, below the peer median. Employer contributions averaged $2,682 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 1 year on file its reported administrative ratio fell from 0.48% to 0.38%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other administrative & support services employers. By assets it is among the smaller plans on file in Oregon (723rd of 1,021), and 1,371st of 2,534 in administrative & support services. In 2024, employees put in $1.55 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$5,663,628
Participants with balances137
Active participants104
Employer contributions$278,968
Employee contributions$432,610
Employer contribution per active participant$2,682
Average account balance$41,340
Benefits paid to participants$339,176
Plan auditUnmodified (clean) audit opinion
AuditorALDRICH CPA'S + ADVISORS LLP
Plan history2
Yearassets · accounts · employer contribution
2024$5.7M · 137 accts · $279K emplr
2023$4.7M · 116 accts · $255K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$17,292
Total administrative$19,542
The Avanti Destinations, LLC 401(k) match · 2024
Employer contribution per active participant$2,682
Median for plans this size$1,313
2024$2,682 per active participant
2023$2,580 per active participant

Avanti Destinations, LLC's 2024 employer contribution ran above the $1,313 median for plans its size, placing it in the top 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 · 20242
JOHN HANCOCK LIFE INSURANCE COMPANY · Recordkeeping · Investment management$1,100
PENSION PLAN SPECIALISTS, PC · Pension consulting$4,819

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

Recordkeeper by year2
2024John Hancock
2023John Hancock

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

Administrative cost history2
2024$19,542 · 0.38%
2023$20,926 · 0.48%
Same employer
Similar plansAdministrative & Support Services · Oregon
Boly/Welch, Inc. OR$8.0M · 0.65%
Real Benefits Group, Inc. OR$5.7M · 1.77%
All Peo, Inc. OR$4.7M · 1.19%
Per Nw, Inc. OR$4.3M · 0.86%

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Source: U.S. Department of Labor, Form 5500 series, EIN 921372894 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.