Plan Ledger DOL Form 5500 · updated monthly

Avma Life Trust, LLC401(k)

AVMA LIFE TRUST, LLC 401(K) PLAN · SCHAUMBURG, IL · plan year 2024

Reported admin expense ratio · 2024
0.96%

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

Avma Life Trust, LLC reported $608,869 in plan administrative expenses for 2024: 0.96% of average plan assets, higher than ~90% of peers. Employer contributions averaged $1,608 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 1.30% to 0.96%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other professional & technical services employers. By assets it is the 691st-largest of 3,702 plans among Illinois employers on file, and the 1,940th of 11,654 in professional & technical services. In 2024, employees put in $2.08 for every $1.00 the employer contributed; active participation has grown from 2,934 to 3,439 since 2022.

Plan summary
Net assets, end of year$74,673,938
Participants with balances2,083
Active participants3,439
Employer contributions$5,529,416
Employee contributions$11,519,457
Employer contribution per active participant$1,608
Average account balance$35,849
Benefits paid to participants$3,625,636
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$74.7M · 2,083 accts · $5.5M emplr
2023$52.6M · 1,797 accts · $5.4M emplr
2022$32.1M · 1,672 accts · $3.7M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$536,081
Investment management$36,720
Audit (IQPA)$34,500
Trustee / custodial$208
Total administrative$608,869
The Avma Life Trust, LLC 401(k) match · 2024
Employer contribution per active participant$1,608
Median for plans this size$3,635
2024$1,608 per active participant
2023$1,592 per active participant
2022$1,274 per active participant

Avma Life Trust, LLC's 2024 employer contribution ran below the $3,635 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 · 202410
TRANSAMERICA FINANCIAL LIFE INS · Recordkeeping · Loan processing$335,911
ADMIN. GROUP, LLC DBA TAG RESOURCES · Recordkeeping · Loan processing$200,170
TEMPLETON & COMPANY · Accounting / audit$34,500
ENVESTNET RETIREMENT SOLUTIONS LLC · Investment advisory (plan)$24,958
IPI WEALTH MANAGEMENT INC · Investment advisory (plan)$5,919
PROPARTNERS WEALTH LLC · Investment advisory (plan)$5,652
EMPLOYEE FINANCIAL EDUCATION LLC · Pension consulting$1,320
LPL FINANCIAL CORPORATION · Investment advisory (plan)$191
AVMA LIFE TRUST LLC$40

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

Recordkeeper by year2
2024ADMIN. GROUP, LLC DBA TAG RESOURCES, Transamerica
2023ADMIN. GROUP, LLC DBA TAG RESOURCES, Transamerica

Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$608,869 · 0.96%
2023$511,737 · 1.21%
2022$314,794 · 1.30%
Same employer
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V3 Companies, LTD. IL$76.3M · 0.15%
Fgmk, LLC IL$75.6M · 0.00%
Follett Software, LLC IL$75.5M · 0.05%
Kerber, Eck & Braeckel LLP IL$74.5M · 0.08%
Ricondo & Associates, Inc. IL$74.1M · 0.17%
Abelson-Taylor, Inc. IL$73.8M · 0.17%
Heplerbroom, LLC IL$73.7M · 0.06%

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Source: U.S. Department of Labor, Form 5500 series, EIN 842685033 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.