Plan Ledger DOL Form 5500 · updated monthly

Avesta Homes, LLC401(k)

AVESTA HOMES, LLC 401(K) PLAN & TRUST · AUSTIN, TX · plan year 2022

Reported admin expense ratio · 2022
1.06%

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

Avesta Homes, LLC reported $29,691 in plan administrative expenses for 2022: 1.06% of average plan assets, higher than ~75% of peers. Employer contributions averaged $465 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.

The plan sits in the $1M–$10M size bracket, benchmarked here against 30,021 comparable plans and shown alongside other construction employers. By assets it is among the smaller plans on file in Texas (4,711th of 5,688), and 4,644th of 5,337 in construction. In 2022, employees put in $2.68 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$2,604,619
Participants with balances93
Active participants251
Employer contributions$116,743
Employee contributions$313,312
Employer contribution per active participant$465
Average account balance$28,007
Benefits paid to participants$335,691
Plan auditUnmodified (clean) audit opinion
AuditorCOHN REZNICK
The Avesta Homes, LLC 401(k) match · 2022
Employer contribution per active participant$465
Median for plans this size$1,114

Avesta Homes, LLC's 2022 employer contribution ran below the $1,114 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 2022 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Administrative cost history1
2022$29,691 · 1.06%
Same employer
Similar plansConstruction · Texas
Jat Home Services, Inc. TX$2.7M · 0.36%
Travis Companies, Inc. TX$2.7M · 0.05%
Dan Williams Company TX$2.7M · 0.99%

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Source: U.S. Department of Labor, Form 5500 series, EIN 452015136 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.