Plan Ledger DOL Form 5500 · updated monthly

Avenu Insights & Analytics, LLC401(k)

AVENU INSIGHTS & ANALYTICS, LLC 401(K) PLAN · CENTREVILLE, VA · plan year 2024

Reported admin expense ratio · 2024
0.38%

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

Avenu Insights & Analytics, LLC reported $238,998 in plan administrative expenses for 2024: 0.38% of average plan assets, higher than ~90% of peers. Employer contributions averaged $2,454 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 0.36% to 0.38%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other management of companies employers. By assets it is the 397th-largest of 2,266 plans among Virginia employers on file, and the 248th of 786 in management of companies. In 2024, employees put in $2.19 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$65,109,592
Participants with balances796
Active participants620
Employer contributions$1,521,334
Employee contributions$3,338,157
Employer contribution per active participant$2,454
Average account balance$81,796
Benefits paid to participants$9,236,676
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$65.1M · 796 accts · $1.5M emplr
2023$59.5M · 833 accts · $1.4M emplr
2022$49.9M · 789 accts · $1.3M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$83,940
Investment management$155,058
Total administrative$238,998
The Avenu Insights & Analytics, LLC 401(k) match · 2024
Employer contribution per active participant$2,454
Median for plans this size$3,635
2024$2,454 per active participant
2023$2,568 per active participant
2022$2,168 per active participant

Avenu Insights & Analytics, LLC's 2024 employer contribution ran below the $3,635 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 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20242
THE VANGUARD GROUP, INC. · Recordkeeping · Loan processing$83,940
FAIRCOURT PARTNERS, LLC · Investment advisory (plan)$155,058

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

Recordkeeper by year2
2024Vanguard
2023Vanguard

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

Administrative cost history3
2024$238,998 · 0.38%
2023$202,911 · 0.37%
2022$197,946 · 0.36%
Same employer
Similar plansManagement of Companies · Virginia
Akima, LLC VA$554.7M · 0.26%
James River Group, Inc. VA$100.7M · 0.07%
Primis Bank VA$44.4M · 0.65%
The United Company VA$42.2M · 0.30%
Tuckahoe Holdings, LLC VA$33.9M · 0.50%

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Source: U.S. Department of Labor, Form 5500 series, EIN 814960875 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.