Plan Ledger DOL Form 5500 · updated monthly

Avmax Montana, Inc.401(k)

AVMAX MONTANA, INC. 401(K) P/S PLAN · GREAT FALLS, MT · plan year 2022

Reported admin expense ratio · 2022
1.06%

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

Avmax Montana, Inc. reported $19,999 in plan administrative expenses for 2022: 1.06% of average plan assets, higher than ~75% of peers. Employer contributions averaged $823 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 transportation & warehousing employers. By assets it is among the smaller plans on file in Montana (211th of 229), and 2,159th of 2,677 in transportation & warehousing. In 2022, employees put in $2.01 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$1,755,814
Participants with balances90
Active participants124
Employer contributions$102,009
Employee contributions$205,454
Employer contribution per active participant$823
Average account balance$19,509
Benefits paid to participants$215,764
Plan auditUnmodified (clean) audit opinion
AuditorJCCS, P.C.
Administrative expenses, itemized · 2022
Recordkeeping & contract admin$19,999
Total administrative$19,999
The Avmax Montana, Inc. 401(k) match · 2022
Employer contribution per active participant$823
Median for plans this size$1,114

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

Administrative cost history1
2022$19,999 · 1.06%
Similar plansTransportation & Warehousing · Montana
Warren Transport MT$7.5M · 0.73%
Freight Agency, Inc. MT$3.0M · 0.39%
Corcoran Trucking, Inc. MT$861K · 0.81%

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Source: U.S. Department of Labor, Form 5500 series, EIN 204467616 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.