Plan Ledger DOL Form 5500 · updated monthly

Fourth Avenue Holding LLC401(k)

FOURTH AVENUE HOLDING LLC 401(K) PLAN · HUTCHINSON, KS · plan year 2023

Reported admin expense ratio · 2023
0.67%

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

Fourth Avenue Holding LLC reported $30,419 in plan administrative expenses for 2023: 0.67% of average plan assets, above the peer median. Employer contributions averaged $1,400 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 1 year on file its reported administrative ratio rose from 0.51% to 0.67%. The plan sits in the $1M–$10M size bracket, benchmarked here against 22,307 comparable plans and shown alongside other administrative & support services employers. By assets it is among the smaller plans on file in Kansas (653rd of 828), and 1,446th of 2,534 in administrative & support services. In 2023, employees put in $1.90 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$4,904,711
Participants with balances80
Active participants124
Employer contributions$173,654
Employee contributions$329,410
Employer contribution per active participant$1,400
Average account balance$61,309
Benefits paid to participants$435,256
Plan auditUnmodified (clean) audit opinion
AuditorADAMSBROWN, LLC
Plan history2
Yearassets · accounts · employer contribution
2023$4.9M · 80 accts · $174K emplr
2022$4.1M · 98 accts · $237K emplr
Administrative expenses, itemized · 2023
Recordkeeping & contract admin$14,396
Investment management$16,023
Total administrative$30,419
The Fourth Avenue Holding LLC 401(k) match · 2023
Employer contribution per active participant$1,400
Median for plans this size$1,308
2023$1,400 per active participant
2022$2,076 per active participant

Fourth Avenue Holding LLC's 2023 employer contribution ran above the $1,308 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 2023 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20232
WELLS FARGO CLEARING SERVICES LLC · Investment advisory (plan)$14,889
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processing$14,396

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

Administrative cost history2
2023$30,419 · 0.67%
2022$23,000 · 0.51%
Same employer
Similar plansAdministrative & Support Services · Kansas
Transtecs Corporation KS$6.1M · 0.71%
Haz-Mat Response, Inc. KS$5.4M · 0.67%
Lynn Care, LLC KS$4.1M · 0.98%
Cd & H, Inc. KS$4.0M · 0.41%
Tri 3, Inc. KS$3.8M · 0.81%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 901023644 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.