Plan Ledger DOL Form 5500 · updated monthly

Avoq LLC401(k)

AVOQ RETIREMENT PLAN · WASHINGTON, DC · plan year 2024

Reported admin expense ratio · 2024
0.56%

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

Avoq LLC reported $119,045 in plan administrative expenses for 2024: 0.56% of average plan assets, higher than ~75% of peers. Employer contributions averaged $7,271 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 0.50% to 0.56%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other information & media employers. By assets it is the 300th-largest of 618 plans among District of Columbia employers on file, and the 924th of 2,199 in information & media. In 2024, employees put in $1.42 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$23,903,754
Participants with balances316
Active participants211
Employer contributions$1,534,146
Employee contributions$2,171,158
Employer contribution per active participant$7,271
Average account balance$75,645
Benefits paid to participants$2,098,258
Plan auditUnmodified (clean) audit opinion
AuditorAPRIO LLP
Plan history2
Yearassets · accounts · employer contribution
2024$23.9M · 316 accts · $1.5M emplr
2022$11.4M · 156 accts · $478K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$65,541
Investment management$53,504
Total administrative$119,045
The Avoq LLC 401(k) match · 2024
Employer contribution per active participant$7,271
Median for plans this size$2,416
2024$7,271 per active participant
2022$4,268 per active participant

Avoq LLC's 2024 employer contribution ran above the $2,416 median for plans its size, placing it in the top quarter of its peers. 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
PRINCIPAL LIFE INSURANCE COMPANY · Contract administrator · Loan processing$65,541
CREATIVE PLANNING, LLC · Investment advisory (plan)$53,504
CREATIVE PLANNING, LLC · Investment advisory (participants)indirect comp

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

Administrative cost history2
2024$119,045 · 0.56%
2022$56,528 · 0.50%
Same employer
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Medialinks Tv LLC DC$40.2M · 0.01%
Soundexchange, Inc. DC$32.6M · 0.10%
Agence France-Presse DC$31.8M · 0.17%
The Washington Times, LLC DC$21.7M · 0.09%
Virtru Corporation DC$15.6M · 0.17%
Catalist, LLC DC$14.4M · 0.28%

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Source: U.S. Department of Labor, Form 5500 series, EIN 474180871 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.