Plan Ledger DOL Form 5500 · updated monthly

Avellino Lab USA, Inc.401(k)

AVELLINO LAB USA, INC. 401(K) PLAN · MENLO PARK, CA · plan year 2023

Reported admin expense ratio · 2023
0.74%

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

Avellino Lab USA, Inc. reported $26,248 in plan administrative expenses for 2023: 0.74% of average plan assets, above the peer median. Employer contributions averaged $3,801 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 rose from 0.16% to 0.74%. The plan sits in the $1M–$10M size bracket, benchmarked here against 22,307 comparable plans and shown alongside other health care & social assistance employers. By assets it is among the smaller plans on file in California (7,358th of 9,483), and 8,502nd of 11,911 in health care & social assistance. In 2023, employees put in $4.13 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$4,067,836
Participants with balances137
Active participants68
Employer contributions$258,442
Employee contributions$1,067,634
Employer contribution per active participant$3,801
Average account balance$29,692
Benefits paid to participants$943,283
Plan auditUnmodified (clean) audit opinion
Plan history2
Yearassets · accounts · employer contribution
2023$4.1M · 137 accts · $258K emplr
2022$3.0M · 185 accts · $440K emplr
Administrative expenses, itemized · 2023
Recordkeeping & contract admin$24,628
Investment management$1,620
Total administrative$26,248
The Avellino Lab USA, Inc. 401(k) match · 2023
Employer contribution per active participant$3,801
Median for plans this size$1,308
2023$3,801 per active participant
2022$2,955 per active participant

Avellino Lab USA, Inc.'s 2023 employer contribution ran above the $1,308 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 2023 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20231
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processing$24,628

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

Administrative cost history2
2023$26,248 · 0.74%
2022$3,286 · 0.16%
Same employer
Similar plansHealth Care & Social Assistance · California
Eva Care Group, LLC CA$4.1M · 0.72%
Care Indeed, Inc. CA$4.1M · 1.90%
Accesshope, LLC CA$4.1M · 0.19%
Adjoin CA$4.0M · 0.89%
Yolo Hospice, Inc. CA$4.0M · 0.03%

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Source: U.S. Department of Labor, Form 5500 series, EIN 990370089 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.