Plan Ledger DOL Form 5500 · updated monthly

Avlon Industries Inc401(k)

AVLON INDUSTRIES INC 401(K) PROFIT SHARING PLAN & TRUST · MELROSE PARK, IL · plan year 2024

Reported admin expense ratio · 2024
0.67%

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

Avlon Industries Inc reported $35,195 in plan administrative expenses for 2024: 0.67% of average plan assets, above the peer median. Employer contributions averaged $2,339 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 3 years on file its reported administrative ratio has held roughly steady near 0.67%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other manufacturing employers. By assets it is among the smaller plans on file in Illinois (2,905th of 3,702), and 10,999th of 13,661 in manufacturing. In 2024, employees put in $1.64 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$5,400,921
Participants with balances123
Active participants81
Employer contributions$189,492
Employee contributions$310,595
Employer contribution per active participant$2,339
Average account balance$43,910
Benefits paid to participants$825,053
Plan auditUnmodified (clean) audit opinion
AuditorMILLER. COOPER & CO. LTD
Plan history3
Yearassets · accounts · employer contribution
2024$5.4M · 123 accts · $189K emplr
2023$5.1M · 120 accts · $184K emplr
2022$4.2M · 111 accts · $160K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$14,445
Investment management$19,790
Trustee / custodial$960
Total administrative$35,195
The Avlon Industries Inc 401(k) match · 2024
Employer contribution per active participant$2,339
Median for plans this size$1,313
2024$2,339 per active participant
2023$2,187 per active participant
2022$1,880 per active participant

Avlon Industries Inc's 2024 employer contribution ran above the $1,313 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 · 20242
PAYCHEX, INC. · Recordkeeping$15,727
MERRILL LYNCH, PIERCE, FENNER · Investment advisory (plan)$19,632

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

Recordkeeper by year2
2024Paychex
2023Bank of America / Merrill, Paychex

This plan has changed recordkeepers within these filings. If you left Avlon Industries Inc 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$35,195 · 0.67%
2023$32,581 · 0.69%
2022$32,488 · 0.68%
Similar plansManufacturing · Illinois
Era Industries, LLC IL$5.5M · 1.34%
Luster Products, Inc. IL$5.5M · 0.52%
Eklind Tool Company IL$5.3M · 0.57%

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Source: U.S. Department of Labor, Form 5500 series, EIN 363348939 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.