Plan Ledger DOL Form 5500 · updated monthly

Avis Industrial Corporation401(k)

AVIS INDUSTRIAL CORPORATION 401(K) PLAN · UPLAND, IN · plan year 2024

Reported admin expense ratio · 2024
0.25%

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

Avis Industrial Corporation reported $113,298 in plan administrative expenses for 2024: 0.25% of average plan assets, below the peer median. Employer contributions averaged $2,431 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 0.37% to 0.25%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other management of companies employers. By assets it is the 302nd-largest of 1,562 plans among Indiana employers on file, and the 288th of 786 in management of companies. In 2024, employees put in $2.11 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$47,723,963
Participants with balances888
Active participants693
Employer contributions$1,684,536
Employee contributions$3,554,687
Employer contribution per active participant$2,431
Average account balance$53,743
Benefits paid to participants$8,024,470
Plan auditUnmodified (clean) audit opinion
AuditorBADEN, GAGE & SCHROEDER LLC
Plan history3
Yearassets · accounts · employer contribution
2024$47.7M · 888 accts · $1.7M emplr
2023$44.4M · 844 accts · $1.5M emplr
2022$35.7M · 765 accts · $1.4M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$72,048
Investment management$41,250
Total administrative$113,298
The Avis Industrial Corporation 401(k) match · 2024
Employer contribution per active participant$2,431
Median for plans this size$2,416
2024$2,431 per active participant
2023$2,237 per active participant
2022$2,119 per active participant

Avis Industrial Corporation's 2024 employer contribution ran above the $2,416 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
STANCORP FINANCIAL GROUP · Claims processing · Recordkeeping$72,048
UBS FINANCIAL SERVICES, INC. · Investment advisory (plan)$41,250

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

Recordkeeper by year2
2024The Standard
2023Securian

This plan has changed recordkeepers within these filings. If you left Avis Industrial Corporation before a switch, your account may sit at the earlier firm or in a rollover IRA. Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$113,298 · 0.25%
2023$63,043 · 0.16%
2022$137,777 · 0.37%
Same employer
Similar plansManagement of Companies · Indiana
Batesville Services LLC IN$210.4M · 0.15%
Nibe Energy Systems, Inc. IN$157.4M · 0.33%
Horizon Bancorp IN$67.1M · 0.26%
Emmis Operating Company IN$57.6M · 0.16%
Csm North America, LLC IN$18.1M · 0.09%
Automatic Pool Covers, Inc. IN$12.8M · 0.19%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 351558038 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.