# Avo International, INC. Dba Megger 401(k) Plan
Source: https://planprovider.pro/companies/avo-international-inc-dba-megger-401k-plan

> Avo International, INC. Dba Megger&#39;s 401(k) plan: 444 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Avo International, INC. Dba Megger

- **Sponsor EIN:** 751615916

- **Sponsor Address:** 4525 WEST DAVIS STREET, DALLAS, TX, 75211

- **Plan Type:** 401(k)

- **Total Participants:** 444

- **Total Assets:** $59.4M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** Yes

- **Participant Loans:** No

- **Participant-Directed Investments:** Yes

- **ERISA Section 404(c) Fiduciary Safe Harbor:** Yes

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|444|$59.4M|$1.5M|$3.4M|

| 2023|454|$55.1M|$1.4M|$3.3M|

| 2022|383|$48.0M|$1.2M|$3.0M|

## Service Providers (Schedule C)

Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).

| Provider Name|
Role|
Direct Compensation|
Indirect Compensation|
Total Fees|

| MILLIMAN, INC.|NONE|$138,298|—|$138,298|

| CHARLES SCHWAB TRUST BANK|NONE|$16,602|$2,219|$18,821|

| BAKER TILLY US, LLP|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [MILLIMAN, INC.](https://planprovider.pro/provider/milliman) — NONE

- [CHARLES SCHWAB TRUST BANK](https://planprovider.pro/provider/charles-schwab-and-co-inc) — NONE

- [BAKER TILLY US, LLP](https://planprovider.pro/provider/baker-tilly-us-llp) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $157,119

- **Estimated Expense Ratio:** 0.265% of plan assets

### Historical Administrative Expenses

Breakdown of administrative expense categories reported on Form 5500 filings.

| Year|
Total Admin Expenses|
Investment Mgmt Fees|
Contract Admin Fees|
IQPA Audit Fees|
Professional Fees|

| 2024|$154,901|$31,624|—|—|—|

| 2023|$152,589|$2|—|—|—|

| 2022|$138,780|—|—|—|$138,780|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/avo-international-inc-dba-megger-401k-plan)

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