Plan Ledger DOL Form 5500 · updated monthly

Averill Hospitality Employment Services, LLC401(k)

AVERILL HOSPITALITY LLC 401(K) PLAN · WHITEFISH, MT · plan year 2024

Reported admin expense ratio · 2024
0.65%

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

Averill Hospitality Employment Services, LLC reported $8,065 in plan administrative expenses for 2024: 0.65% of average plan assets, above the peer median. Employer contributions averaged $557 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 0.15% to 0.65%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other accommodation & food services employers. By assets it is among the smaller plans on file in Montana (213th of 229), and 1,559th of 2,240 in accommodation & food services. In 2024, employees put in $1.68 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$1,547,685
Participants with balances110
Active participants378
Employer contributions$210,493
Employee contributions$352,886
Employer contribution per active participant$557
Average account balance$14,070
Benefits paid to participants$92,363
Plan auditUnmodified (clean) audit opinion
AuditorJCCS, P.C.
Plan history2
Yearassets · accounts · employer contribution
2024$1.5M · 110 accts · $210K emplr
2023$952K · 124 accts · $153K emplr
Administrative expenses, itemized · 2024
Investment management$8,065
Total administrative$8,065
The Averill Hospitality Employment Services, LLC 401(k) match · 2024
Employer contribution per active participant$557
Median for plans this size$1,313
2024$557 per active participant
2023$401 per active participant

Averill Hospitality Employment Services, LLC's 2024 employer contribution ran below the $1,313 median for plans its size, in the bottom 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 · 20241
HUMAN INTEREST ADVISOR LLC · Contract administrator · Investment advisory (plan)$8,065

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

Administrative cost history2
2024$8,065 · 0.65%
2023$1,439 · 0.15%
Same employer
Similar plansAccommodation & Food Services · Montana
Grg Enterprises, LLC MT$6.9M · 0.72%
Clc Restaurants, Inc. MT$3.9M · 0.63%
S & K Gaming, LLC MT$3.0M · 0.25%
Mtb Management, Inc. MT$1.3M · 0.19%
Montana Coffee Traders MT$1.0M · 0.09%
LEVEL5 Hospitality MT$495K · 0.21%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 844234509 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.