Plan Ledger DOL Form 5500 · updated monthly

Rev Agency, LLC401(k)

AVOYA TRAVEL 401(K) PLAN · SAN MARCOS, CA · plan year 2024

Reported admin expense ratio · 2024
0.20%

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

Rev Agency, LLC reported $15,947 in plan administrative expenses for 2024: 0.20% of average plan assets, lower than ~75% of peers. Employer contributions averaged $1,062 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 18,840 comparable plans and shown alongside other administrative & support services employers. By assets it is among the smaller plans on file in California (6,046th of 9,483), and the 1,149th of 2,534 in administrative & support services. In 2024, employees put in $4.53 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$7,896,845
Participants with balances116
Active participants140
Employer contributions$148,626
Employee contributions$673,962
Employer contribution per active participant$1,062
Average account balance$68,076
Benefits paid to participants$184,293
Plan auditUnmodified (clean) audit opinion
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$2,400
Investment management$13,547
Total administrative$15,947
The Rev Agency, LLC 401(k) match · 2024
Employer contribution per active participant$1,062
Median for plans this size$1,313

Rev Agency, LLC's 2024 employer contribution ran below the $1,313 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 · 20242
MMA SECURITIES, LLC · Recordkeeping · Trustee$13,546
ADP, INC. · Loan processing · Recordkeeping$2,400

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

Administrative cost history1
2024$15,947 · 0.20%
Same employer
Similar plansAdministrative & Support Services · California
Vivant Health LLC CA$8.2M · 0.54%
California Payroll Group CA$8.1M · 0.41%
Medely, Inc. CA$8.0M · 1.13%
Inconen Corporation CA$7.6M · 0.04%

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Source: U.S. Department of Labor, Form 5500 series, EIN 208018557 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.