Plan Ledger DOL Form 5500 · updated monthly

Avenue 360 Health and Wellness401(k)

AVENUE 360 HEALTH AND WELLNESS · HOUSTON, TX · plan year 2023

Reported admin expense ratio · 2023
0.25%

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

Avenue 360 Health and Wellness reported $10,614 in plan administrative expenses for 2023: 0.25% of average plan assets, below the peer median. Employer contributions averaged $695 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 0.24% to 0.29%. 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 Texas (4,176th of 5,688), and 8,155th of 11,911 in health care & social assistance. In 2023, employees put in $2.67 for every $1.00 the employer contributed; active participation has grown from 186 to 237 since 2022.

Plan summary
Net assets, end of year$4,595,780
Participants with balances111
Active participants237
Employer contributions$164,819
Employee contributions$440,102
Employer contribution per active participant$695
Average account balance$41,403
Benefits paid to participants$565,792
Plan auditUnmodified (clean) audit opinion
AuditorFORVISMAZARS, LLP
Plan history3
Yearassets · accounts · employer contribution
2024$3.9M · 102 accts · $201K emplr
2023$4.6M · 111 accts · $165K emplr
2022$4.0M · 115 accts · $228K emplr
Administrative expenses, itemized · 2023
Recordkeeping & contract admin$1,750
Investment management$8,514
Total administrative$10,614
The Avenue 360 Health and Wellness 401(k) match · 2023
Employer contribution per active participant$695
Median for plans this size$1,308
2024$2,612 per active participant
2023$695 per active participant
2022$1,227 per active participant

Avenue 360 Health and Wellness's 2023 employer contribution ran below the $1,308 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 2023 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20232
VOYA RETIREMENT INSURANCE & ANNUITY · Investment advisory (participants)$10,614
ONEDIGITAL INVESTMENT ADVISORSindirect comp

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

Administrative cost history3
2024$12,179 · 0.29%
2023$10,614 · 0.25%
2022$9,684 · 0.24%
Same employer
Similar plansHealth Care & Social Assistance · Texas
Rise Corporate LLC TX$4.6M · 0.03%

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Source: U.S. Department of Labor, Form 5500 series, EIN 760549240 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.