Plan Ledger DOL Form 5500 · updated monthly

Rolta Advizex Technologies, LLC401(k)

ADVIZEX TECHNOLOGIES, LLC RETIREMENT 401(K) PLAN · INDEPENDENCE, OH · plan year 2024

Reported admin expense ratio · 2024
0.42%

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

Rolta Advizex Technologies, LLC reported $137,002 in plan administrative expenses for 2024: 0.42% of average plan assets, above the peer median. Employer contributions averaged $1,575 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 3 years on file its reported administrative ratio has held roughly steady near 0.42%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other professional & technical services employers. By assets it is the 861st-largest of 3,295 plans among Ohio employers on file, and the 3,632nd of 11,654 in professional & technical services. In 2024, employees put in $6.20 for every $1.00 the employer contributed; active participation has grown from 213 to 279 since 2022.

Plan summary
Net assets, end of year$35,557,166
Participants with balances297
Active participants279
Employer contributions$439,500
Employee contributions$2,726,940
Employer contribution per active participant$1,575
Average account balance$119,721
Benefits paid to participants$1,303,726
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$35.6M · 297 accts · $440K emplr
2023$29.1M · 276 accts · $525K emplr
2022$25.2M · 265 accts · $380K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$40,208
Investment management$96,794
Total administrative$137,002
The Rolta Advizex Technologies, LLC 401(k) match · 2024
Employer contribution per active participant$1,575
Median for plans this size$2,416
2024$1,575 per active participant
2023$2,043 per active participant
2022$1,784 per active participant

Rolta Advizex Technologies, LLC'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
RAYMOND JAMES & ASSOCIATES INC · Investment advisory (plan)$80,110
EMPOWER ADVISORY GROUP, LLC · Investment management$16,684

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$137,002 · 0.42%
2023$135,733 · 0.50%
2022$110,213 · 0.41%
Same employer
Similar plansProfessional & Technical Services · Ohio
Moody Nolan, Inc. OH$36.5M · 0.29%
Infocision, Inc. OH$36.2M · 0.49%
Walter & Haverfield LLP OH$35.9M · 0.39%
Gbbn Architects, Inc. OH$35.5M · 0.20%
Howard, Wershbale & Co. OH$35.4M · 0.24%
Gallagher Sharp OH$34.5M · 0.28%

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Source: U.S. Department of Labor, Form 5500 series, EIN 371504931 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.