Avma Life Trust 401(k) match, vesting and fees
What Avma Life Trust's 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 | Transamerica Financial Life Ins | Schedule C ↗ |
| Independent auditor | Templeton & Company (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
| Late participant contributions | Reported on the filing | Schedule H ↗ |
How the plan compares
Plan year 2024 medians for 1,087 defined-contribution plans in professional, scientific, and technical services with 1,000 to 4,999 participants.
| Avma Life Trust: employer contribution per participant | $2,655 | |
| Peer median | $2,556 |
| Avma Life Trust: average balance | $35,849 | |
| Peer median | $100,166 |
| Avma Life Trust: admin expenses ÷ assets | 0.96% | |
| Peer median | 0.11% |
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 $16.3M at the end of plan year 2021 to $74.7M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 3,833 | $74.7M | $5.5M | $2,655 | 0.96% | Not published | Form 5500 ↗ |
| 2023 | 3,641 | $52.6M | $5.4M | $2,982 | 1.21% | Not published | Form 5500 ↗ |
| 2022 | 3,254 | $32.1M | $3.7M | $2,235 | 1.30% | Not published | Form 5500 ↗ |
| 2021 | 1,941 | $16.3M | $712K | $858 | 0.43% | Not published | Form 5500 ↗ |
Common questions
Does Avma Life Trust match 401(k) contributions?
The match terms for the Avma Life Trust, LLC 401(k) Plan have not been published from its filing yet. The plan year 2024 filing reports $5.5M in employer contributions, about $2,655 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Avma Life Trust 401(k) match vested?
The vesting schedule for the Avma Life Trust, LLC 401(k) Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Avma Life Trust 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Transamerica Financial Life Ins. The plan administrator is Administrative Group, LLC DBA Tag Resources.
I left Avma Life Trust. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Administrative Group, LLC DBA Tag Resources, (865) 670-1844) or the recordkeeper, Transamerica Financial Life Ins. The Avma Life Trust old 401(k) page lists the contacts from every plan filing. Find an old Avma Life Trust 401(k)
Data from the public Form 5500 annual reports Avma Life Trust filed with the U.S. Department of Labor (plan years 2021 and 2022 and 2023 and 2024) 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 Avma Life Trust. Not financial advice. Report a correction · Methodology