Plan Ledger DOL Form 5500 · updated monthly

Christopherson Andavo Travel LP401(k)

CHRISTOPHERSON ANDAVO LP 401(K) PLAN · SALT LAKE CITY, UT · plan year 2024

Reported admin expense ratio · 2024
0.57%

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

Christopherson Andavo Travel LP reported $106,856 in plan administrative expenses for 2024: 0.57% of average plan assets, higher than ~75% of peers. Employer contributions averaged $2,042 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 0.43% to 0.57%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other transportation & warehousing employers. By assets it is the 309th-largest of 848 plans among Utah employers on file, and the 753rd of 2,677 in transportation & warehousing. In 2024, employees put in $2.74 for every $1.00 the employer contributed; active participation has grown from 233 to 270 since 2022.

Plan summary
Net assets, end of year$19,515,418
Participants with balances289
Active participants270
Employer contributions$551,241
Employee contributions$1,508,434
Employer contribution per active participant$2,042
Average account balance$67,527
Benefits paid to participants$2,885,786
Plan auditUnmodified (clean) audit opinion
AuditorGLS CERTIFIED PUBLIC ACCOUNTANTS PC
Plan history3
Yearassets · accounts · employer contribution
2024$19.5M · 289 accts · $551K emplr
2023$18.0M · 356 accts · $593K emplr
2022$14.6M · 316 accts · $461K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$74,713
Investment management$19,343
Audit (IQPA)$12,800
Total administrative$106,856
The Christopherson Andavo Travel LP 401(k) match · 2024
Employer contribution per active participant$2,042
Median for plans this size$2,416
2024$2,042 per active participant
2023$1,963 per active participant
2022$1,979 per active participant

Christopherson Andavo Travel LP's 2024 employer contribution ran below 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 · 20243
SOLTIS INVESTMENT ADVISORS LLC · Investment advisory (plan)$19,183
GLS CERTIFIED PUBLIC ACCOUNTANTS, · Accounting / audit$12,800
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processing$8,414

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$106,856 · 0.57%
2023$84,868 · 0.52%
2022$69,118 · 0.43%
Same employer
Similar plansTransportation & Warehousing · Utah
Oocl USA Inc. UT$164.2M · 0.02%
C.R. England, Inc. UT$120.8M · 0.20%
Breeze Aviation Group, Inc UT$40.7M · 0.44%
Barney Trucking, Inc. UT$18.3M · 0.63%
Maxway Trucking, Inc. UT$13.1M · 0.73%
Pride Transport, Inc. UT$9.0M · 0.97%

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Source: U.S. Department of Labor, Form 5500 series, EIN 461790204 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.