Plan Ledger DOL Form 5500 · updated monthly

Avetta, LLC401(k)

AVETTA, LLC 401(K) PLAN · LEHI, UT · plan year 2024

Reported admin expense ratio · 2024
0.03%

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

Avetta, LLC reported $7,732 in plan administrative expenses for 2024: 0.03% of average plan assets, lower than ~75% of peers. Employer contributions averaged $4,212 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 0.02% to 0.03%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other administrative & support services employers. By assets it is the 206th-largest of 848 plans among Utah employers on file, and the 421st of 2,534 in administrative & support services. In 2024, employees put in $1.90 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$33,546,241
Participants with balances498
Active participants516
Employer contributions$2,173,134
Employee contributions$4,121,047
Employer contribution per active participant$4,212
Average account balance$67,362
Benefits paid to participants$4,004,358
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$33.5M · 498 accts · $2.2M emplr
2023$26.2M · 485 accts · $1.9M emplr
2022$17.8M · 453 accts · $1.6M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$7,732
Total administrative$7,732
The Avetta, LLC 401(k) match · 2024
Employer contribution per active participant$4,212
Median for plans this size$2,416
2024$4,212 per active participant
2023$3,883 per active participant
2022$3,189 per active participant

Avetta, LLC's 2024 employer contribution ran above the $2,416 median for plans its size, placing it in the top 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
CAPITAL GROUP RETIREMENT PLAN SVCS. · Trustee (directed) · Other services$7,732

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$7,732 · 0.03%
2023$4,662 · 0.02%
2022$3,950 · 0.02%
Same employer
Similar plansAdministrative & Support Services · Utah
Young Living Holdings, LLC UT$83.3M · 0.22%
Shc Holdco, Inc. UT$73.9M · 0.19%
Conservice, LLC UT$67.7M · 0.31%
Stratus.Hr UT$63.7M · 0.52%
Credit.com Holdings, LLC UT$28.4M · 0.30%
Pgx Holdings, Inc. UT$28.3M · 0.41%
Ace Disposal, Inc. UT$26.3M · 0.30%
Clearlink Technologies, LLC UT$24.6M · 0.46%

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Source: U.S. Department of Labor, Form 5500 series, EIN 800878180 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.