Plan Ledger DOL Form 5500 · updated monthly

Avantus LLC401(k)

AVANTUS LLC 401(K) PROFIT SHARING PLAN AND TRUST · EL DORADO HILLS, CA · plan year 2024

Reported admin expense ratio · 2024
0.02%

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

Avantus LLC reported $6,820 in plan administrative expenses for 2024: 0.02% of average plan assets, lower than ~75% of peers. Employer contributions averaged $14,664 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 0.021% to 0.018%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other professional & technical services employers. By assets it is the 2,059th-largest of 9,483 plans among California employers on file, and the 3,206th of 11,654 in professional & technical services. In 2024, employees put in $1.32 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$41,655,254
Participants with balances207
Active participants160
Employer contributions$2,346,288
Employee contributions$3,097,843
Employer contribution per active participant$14,664
Average account balance$201,233
Benefits paid to participants$5,438,716
Plan auditUnmodified (clean) audit opinion
AuditorLEVITZACKS CPAS, LLP
Plan history2
Yearassets · accounts · employer contribution
2024$41.7M · 207 accts · $2.3M emplr
2023$33.0M · 220 accts · $2.5M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$6,820
Total administrative$6,820
The Avantus LLC 401(k) match · 2024
Employer contribution per active participant$14,664
Median for plans this size$2,416
2024$14,664 per active participant
2023$15,181 per active participant

Avantus LLC's 2024 employer contribution ran above the $2,416 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
ADP, INC. · Loan processing · Recordkeeping$6,820
ADP BROKER-DEALERindirect comp

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

Recordkeeper by year2
2024ADP
2023ADP

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

Administrative cost history2
2024$6,820 · 0.02%
2023$5,789 · 0.02%
Same employer
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Viant Technology LLC CA$42.2M · 0.18%
Revolution Medicines, Inc. CA$42.1M · 0.01%
Applied Intuition, Inc. CA$42.0M · 0.09%
Miller Kaplan Arase LLP CA$42.0M · 0.02%
Auditboard, Inc. CA$41.4M · 0.48%
Puma Biotechnology, Inc. CA$41.3M · 0.28%
Pkl Services, Inc. CA$41.3M · 0.17%

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Source: U.S. Department of Labor, Form 5500 series, EIN 854336221 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.