Avenue Consultants 401(k) match, vesting and fees
What Avenue Consultants' 401(k) plan says about matching contributions
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Recordkeeper | John Hancock Life Insurance Company | Schedule C ↗ |
| Independent auditor | Tanner LLP (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
How the plan compares
Plan year 2025 medians for 3,569 defined-contribution plans in professional, scientific, and technical services with 100 to 499 participants.
| Avenue Consultants: employer contribution per participant | $5,723 | |
| Peer median | $2,719 |
| Avenue Consultants: average balance | $109,072 | |
| Peer median | $85,424 |
| Avenue Consultants: admin expenses ÷ assets | 0.64% | |
| Peer median | 0.27% |
Admin expenses are the plan's reported administrative expenses divided by its assets; they do not include fund expense ratios.
Plan history
Plan assets went from $4.7M at the end of plan year 2021 to $17M at the end of plan year 2025.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2025 | 199 | $17M | $893K | $5,723 | 0.64% | Not published | Form 5500 ↗ |
| 2024 | 172 | $12.4M | $747K | $5,258 | 0.87% | Not published | 5500-SF ↗ |
| 2023 | 157 | $8.3M | $433K | $3,697 | 0.96% | Not published | 5500-SF ↗ |
| 2022 | 113 | $5M | $330K | $3,667 | 0.89% | Not published | 5500-SF ↗ |
| 2021 | 102 | $4.7M | $269K | $3,783 | 1.07% | Not published | 5500-SF ↗ |
Common questions
Does Avenue Consultants match 401(k) contributions?
The match terms for the Avenue Consultants Inc 401(K)/Profit Sharing have not been published from its filing yet. The plan year 2025 filing reports $893K in employer contributions, about $5,723 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Avenue Consultants 401(k) match vested?
The vesting schedule for the Avenue Consultants Inc 401(K)/Profit Sharing is not in the data published so far. Your Summary Plan Description states it.
Who manages the Avenue Consultants 401(k)?
The recordkeeper listed on Schedule C of the plan year 2025 filing is John Hancock Life Insurance Company. The plan administrator is Avenue Consultants Inc.
I left Avenue Consultants. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Avenue Consultants Inc, (801) 207-7662) or the recordkeeper, John Hancock Life Insurance Company. The Avenue Consultants old 401(k) page lists the contacts from every plan filing. Find an old Avenue Consultants 401(k)
Data from the public Form 5500 annual reports Avenue Consultants filed with the U.S. Department of Labor (plan years 2021 and 2022 and 2023 and 2024 and 2025) and, where noted, the attached independent auditor's report. Plan terms may have changed since the filing; check your current Summary Plan Description. PlanFacts is not affiliated with Avenue Consultants. Not financial advice. Report a correction · Methodology