Recordkeeping fees per participant
not reported
Not reported on this filing.
Employers › Avis Industrial
Avis Industrial 401(k)
- Management of companies and enterprises
- Upland, IN
- EIN 35-1558038
- 1 plan with Schedule H financials
- Plan year 2024
- Avis Industrial Corp
- filed as Avis Industrial Corporation
Administrative expenses excluding investment management, per participant · Avis Industrial Corporation 401(k) Plan · plan year 2024
$81.14
Higher than 36% of the 24,371 plans $10 to 50M that report it.
Source
= $72,048 / 888
derived, admin_expenses (2i(12)) minus invst_mgmt_fees (2i(5)), floored at 0; filing 20251015143817NAL0006610672001, received 2025-10-15
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251015143817NAL0006610672001, received 2025-10-15
Percentiles compare this plan with the Schedule H plans $10 to 50M in assets of the same plan year, excluding final filings; shown only where at least 50 comparable plans report the figure. Plan year 2024-01-01 to 2024-12-31, filing received 2025-10-15.
Cost and contributions
Administrative expenses per participant
$127.59
Higher than 33% of the 25,098 plans $10 to 50M that report it.
Source
= $113,298 / 888
Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20251015143817NAL0006610672001, received 2025-10-15
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251015143817NAL0006610672001, received 2025-10-15
Administrative expenses as a share of assets
0.237%
Higher than 41% of the 25,132 plans $10 to 50M that report it.
Source
= $113,298 / $47,723,963
Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20251015143817NAL0006610672001, received 2025-10-15
assets_eoy: Schedule H, Part I line 1f col (b); TOT_ASSETS_EOY_AMT pos 61; filing 20251015143817NAL0006610672001, received 2025-10-15
Employer contributions per participant
$1,897
Higher than 45% of the 24,050 plans $10 to 50M that report it.
Source
= $1,684,536 / 888
Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20251015143817NAL0006610672001, received 2025-10-15
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251015143817NAL0006610672001, received 2025-10-15
Employer share of total contributions
29.7%
Higher than 57% of the 24,084 plans $10 to 50M that report it.
Source
= $1,684,536 / $5,675,013
Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20251015143817NAL0006610672001, received 2025-10-15
total_contrib: Schedule H, line 2a(3); TOT_CONTRIB_AMT pos 72; filing 20251015143817NAL0006610672001, received 2025-10-15
Plan terms, as stated in Avis Industrial Corp's SEC filings
Plan terms are not published in public filings.
Plan features
2E profit-sharing · 2F ERISA 404(c) plan · 2G fully participant-directed · 2J 401(k) feature · 2K 401(m) arrangement · 2S pre-approved plan document · 2T default investment (QDIA) · 3D IRS pre-approved plan · 3H controlled-group sponsor · Form 5500, line 8a; TYPE_PENSION_BNFT_CODE pos 81; filing 20251015143817NAL0006610672001, received 2025-10-15
Full record, Avis Industrial Corporation 401(k) Plan
| Field | Value | Source |
|---|---|---|
| Plan sponsor | AVIS INDUSTRIAL CORPORATION | Form 5500, Part II line 2a; SPONSOR_DFE_NAME pos 19; filing 20251015143817NAL0006610672001, received 2025-10-15 |
| Plan name | AVIS INDUSTRIAL CORPORATION 401(K) PLAN | Form 5500, line 1a; PLAN_NAME pos 16; filing 20251015143817NAL0006610672001, received 2025-10-15 |
| Sponsor EIN / plan number | 35-1558038 / 001 | Form 5500, line 2b; SPONS_DFE_EIN pos 44; filing 20251015143817NAL0006610672001, received 2025-10-15 |
| Plan type | single-employer | Form 5500, Part I line A; TYPE_PLAN_ENTITY_CD pos 4; filing 20251015143817NAL0006610672001, received 2025-10-15 |
| Sponsor location | UPLAND, IN | Form 5500, line 2a; SPONS_DFE_MAIL_US_STATE pos 25; filing 20251015143817NAL0006610672001, received 2025-10-15 |
| Industry (business code) | 551112, Management of companies and enterprises | Form 5500, line 2d; BUSINESS_CODE pos 46; filing 20251015143817NAL0006610672001, received 2025-10-15 |
| Plan year | 2024-01-01 to 2024-12-31 | Form 5500, Part I plan year; FORM_PLAN_YEAR_BEGIN_DATE pos 2; filing 20251015143817NAL0006610672001, received 2025-10-15 |
| Filing received | 2025-10-15 | Form 5500, EFAST2 receipt date; DATE_RECEIVED pos 102; filing 20251015143817NAL0006610672001, received 2025-10-15 |
| Final filing | no | Form 5500, Part I line B; FINAL_FILING_IND pos 8; filing 20251015143817NAL0006610672001, received 2025-10-15 |
| Amended filing | no | Form 5500, Part I line B; AMENDED_IND pos 7; filing 20251015143817NAL0006610672001, received 2025-10-15 |
| Participants, beginning of year | 869 | Form 5500, line 5; TOT_PARTCP_BOY_CNT pos 71; filing 20251015143817NAL0006610672001, received 2025-10-15 |
| Active participants | 693 | Form 5500, line 6a(2); TOT_ACTIVE_PARTCP_CNT pos 72; filing 20251015143817NAL0006610672001, received 2025-10-15 |
| Participants, end of year | 919 | Form 5500, line 6f; TOT_ACT_RTD_SEP_BENEF_CNT pos 77; filing 20251015143817NAL0006610672001, received 2025-10-15 |
| Participants with an account balance | 888 | Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251015143817NAL0006610672001, received 2025-10-15 |
| Total assets, beginning of year | $44,392,265 | Schedule H, Part I line 1f col (a); TOT_ASSETS_BOY_AMT pos 30; filing 20251015143817NAL0006610672001, received 2025-10-15 |
| Total assets, end of year | $47,723,963 | Schedule H, Part I line 1f col (b); TOT_ASSETS_EOY_AMT pos 61; filing 20251015143817NAL0006610672001, received 2025-10-15 |
| Net assets, end of year | $47,723,963 | Schedule H, line 1l col (b); NET_ASSETS_EOY_AMT pos 67; filing 20251015143817NAL0006610672001, received 2025-10-15 |
| Total income | $11,482,283 | Schedule H, Part II line 2d; TOT_INCOME_AMT pos 97; filing 20251015143817NAL0006610672001, received 2025-10-15 |
| Net income | $3,331,698 | Schedule H, line 2k; NET_INCOME_AMT pos 111; filing 20251015143817NAL0006610672001, received 2025-10-15 |
| Employer contributions | $1,684,536 | Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20251015143817NAL0006610672001, received 2025-10-15 |
| Participant contributions | $3,554,687 | Schedule H, line 2a(1)(B); PARTICIPANT_CONTRIB_AMT pos 69; filing 20251015143817NAL0006610672001, received 2025-10-15 |
| Other contributions (incl. rollovers) | $435,790 | Schedule H, line 2a(1)(C); OTH_CONTRIB_RCVD_AMT pos 70; filing 20251015143817NAL0006610672001, received 2025-10-15 |
| Total contributions | $5,675,013 | Schedule H, line 2a(3); TOT_CONTRIB_AMT pos 72; filing 20251015143817NAL0006610672001, received 2025-10-15 |
| Benefit payments | $8,024,470 | Schedule H, line 2e(4); TOT_DISTRIB_BNFT_AMT pos 101; filing 20251015143817NAL0006610672001, received 2025-10-15 |
| Total expenses (incl. benefit payments) | $8,150,585 | Schedule H, line 2j; TOT_EXPENSES_AMT pos 110; filing 20251015143817NAL0006610672001, received 2025-10-15 |
| Total administrative expenses | $113,298 | Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20251015143817NAL0006610672001, received 2025-10-15 |
| Contract administrator fees | $72,048 | Schedule H, line 2i(2); CONTRACT_ADMIN_FEES_AMT pos 106; filing 20251015143817NAL0006610672001, received 2025-10-15 |
| Recordkeeping fees | $0 | Schedule H, line 2i(3); OTH_RECORDKEEPING_FEES_AMT pos 160; filing 20251015143817NAL0006610672001, received 2025-10-15 |
| IQPA audit fees | $0 | Schedule H, line 2i(4); IQPA_AUDIT_FEES_AMT pos 161; filing 20251015143817NAL0006610672001, received 2025-10-15 |
| Investment advisory and management fees | $41,250 | Schedule H, line 2i(5); INVST_MGMT_FEES_AMT pos 107; filing 20251015143817NAL0006610672001, received 2025-10-15 |
| Administrative expenses excluding investment management | $72,048 | derived, admin_expenses (2i(12)) minus invst_mgmt_fees (2i(5)), floored at 0; filing 20251015143817NAL0006610672001, received 2025-10-15 |
| Held in common/collective trusts | $0 | Schedule H, line 1c(9) col (b); INT_COMMON_TR_EOY_AMT pos 51; filing 20251015143817NAL0006610672001, received 2025-10-15 |
| Held in mutual funds | $0 | Schedule H, line 1c(13) col (b); INT_REG_INVST_CO_EOY_AMT pos 55; filing 20251015143817NAL0006610672001, received 2025-10-15 |
| Independent auditor | BADEN, GAGE & SCHROEDER LLC | Schedule H, Part III line 3a; ACCOUNTANT_FIRM_NAME pos 116; filing 20251015143817NAL0006610672001, received 2025-10-15 |
Position = column in the DOL layout for form year 2024. Filing 20251015143817NAL0006610672001, received 2025-10-15.
Service providers paid directly by the plan
| Provider | Relationship | Service codes | Direct compensation | Indirect |
|---|---|---|---|---|
| STANCORP FINANCIAL GROUPrecordkeeper | NONE | 12 Claims processing; 15 Recordkeeping and information management; 18 Custodial (other than securities); 50 Direct payment from the plan | $72,048 | no |
| UBS FINANCIAL SERVICES, INC. | NONE | 27 Investment advisory (plan); 70 Consulting fees | $41,250 | no |
Schedule C Part I line 2: name (a), service codes (b), relationship (c), direct compensation paid by the plan (d), indirect compensation received (e). Filing 20251015143817NAL0006610672001, received 2025-10-15.
What changed since the 2023 plan year
| Figure | 2023 | 2024 | Change |
|---|---|---|---|
| Total assets | $44,392,265 | $47,723,963 | 7.5% |
| Participants with a balance | 844 | 888 | 5.2% |
| Administrative expenses | $63,043 | $113,298 | 79.7% |
| Recordkeeping fees per participant | not reported | not reported | |
| Employer contributions | $1,500,808 | $1,684,536 | 12.2% |
Prior filing 20241014185037NAL0015438291001, received 2024-10-14; the plan years are contiguous.
Alerts, claims and corrections
Sponsor name as filed: AVIS INDUSTRIAL CORPORATION; SEC registrant: Avis Industrial Corp (CIK 1638419, matched by EIN).