Belair Instrument Company, LLC DBA Avantik 401(k) match, vesting and fees
What Belair Instrument Company, LLC DBA Avantik'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 | Kreischer Miller (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
How the plan compares
Plan year 2024 medians for 2,561 defined-contribution plans in other services with 100 to 499 participants.
| Belair Instrument Company, LLC DBA Avantik: employer contribution per participant | $1,253 | |
| Peer median | $1,803 |
| Belair Instrument Company, LLC DBA Avantik: average balance | $17,066 | |
| Peer median | $48,934 |
| Belair Instrument Company, LLC DBA Avantik: admin expenses ÷ assets | 1.20% | |
| Peer median | 0.31% |
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 $1.6M at the end of plan year 2023 to $4M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 268 | $4M | $296K | $1,253 | 1.20% | Not published | Form 5500 ↗ |
| 2023 | 151 | $1.6M | $182K | $1,657 | 0.83% | Not published | Form 5500 ↗ |
Common questions
Does Belair Instrument Company, LLC DBA Avantik match 401(k) contributions?
The match terms for the Avantik 401(k) Plan have not been published from its filing yet. The plan year 2024 filing reports $296K in employer contributions, about $1,253 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Belair Instrument Company, LLC DBA Avantik 401(k) match vested?
The vesting schedule for the Avantik 401(k) Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Belair Instrument Company, LLC DBA Avantik 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 Belair Instrument Company, LLC DBA Avantik. 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 Belair Instrument Company, LLC DBA Avantik old 401(k) page lists the contacts from every plan filing. Find an old Belair Instrument Company, LLC DBA Avantik 401(k)
Data from the public Form 5500 annual reports Belair Instrument Company, LLC DBA Avantik filed with the U.S. Department of Labor (plan years 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 Belair Instrument Company, LLC DBA Avantik. Not financial advice. Report a correction · Methodology