Plan Ledger DOL Form 5500 · updated monthly

Avenue Logistics, LLC401(k)

AVENUE LOGISTICS, LLC 401(K) PLAN · CHICAGO, IL · plan year 2024

Reported admin expense ratio · 2024
0.60%

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

Avenue Logistics, LLC reported $36,708 in plan administrative expenses for 2024: 0.60% of average plan assets, above the peer median. Employer contributions averaged $2,077 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 fell from 0.89% to 0.60%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other transportation & warehousing employers. By assets it is among the smaller plans on file in Illinois (2,720th of 3,702), and 1,391st of 2,677 in transportation & warehousing. In 2024, employees put in $3.19 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$7,011,664
Participants with balances158
Active participants158
Employer contributions$328,219
Employee contributions$1,045,458
Employer contribution per active participant$2,077
Average account balance$44,378
Benefits paid to participants$346,244
Plan auditUnmodified (clean) audit opinion
AuditorSASSETTI LLC
Plan history3
Yearassets · accounts · employer contribution
2024$7.0M · 158 accts · $328K emplr
2023$5.3M · 150 accts · $252K emplr
2022$3.6M · 131 accts · $299K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$22,282
Investment management$14,426
Total administrative$36,708
The Avenue Logistics, LLC 401(k) match · 2024
Employer contribution per active participant$2,077
Median for plans this size$1,313
2024$2,077 per active participant
2023$1,518 per active participant
2022$1,903 per active participant

Avenue Logistics, LLC's 2024 employer contribution ran above the $1,313 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
LINCOLN NATIONAL CORPORATION · Contract administrator$22,282
MERRILL LYNCH · Investment advisory (plan)$14,426

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$36,708 · 0.60%
2023$40,372 · 0.91%
2022$29,457 · 0.89%
Same employer
Similar plansTransportation & Warehousing · Illinois
Rt&T Enterprises IL$7.5M · 0.60%
McLeod Express, LLC IL$7.4M · 0.64%
Nots Logistics, L.L.C. IL$6.2M · 1.81%
Cox Transfer, Inc. IL$5.9M · 0.42%

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Source: U.S. Department of Labor, Form 5500 series, EIN 272357711 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.