Plan Ledger DOL Form 5500 · updated monthly

A-Verdi Cos LLC401(k)

A-VERDI COS LLC 401(K) PROFIT SHARING PLAN TRUST · SAVANNAH, NY · plan year 2024

Reported admin expense ratio · 2024
1.54%

Peer grade: C+ · admin costs + employer contributions vs same-size plans · how grading works

A-Verdi Cos LLC reported $37,152 in plan administrative expenses for 2024: 1.54% of average plan assets, higher than ~90% of peers. Employer contributions averaged $1,655 per active participant. This ratio covers administrative expenses reported on the plan's Schedule H only; fund-level expense ratios are not included in public structured data — see methodology.

The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other transportation & warehousing employers. By assets it is among the smaller plans on file in New York (4,968th of 5,648), and 1,981st of 2,677 in transportation & warehousing. In 2024, employees put in $1.69 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$2,736,332
Participants with balances133
Active participants109
Employer contributions$180,363
Employee contributions$305,014
Employer contribution per active participant$1,655
Average account balance$20,574
Benefits paid to participants$127,656
Plan auditUnmodified (clean) audit opinion
AuditorBOWERS & COMPANY CPAS PLLC
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$12,709
Investment management$11,886
Total administrative$37,152
The A-Verdi Cos LLC 401(k) match · 2024
Employer contribution per active participant$1,655
Median for plans this size$1,313

A-Verdi Cos LLC's 2024 employer contribution ran above the $1,313 median for plans its size. Filings report dollars actually contributed, not the match formula; the formula itself (for example, 50% of the first 6% of pay) lives in the plan's summary plan description from HR.

What these fees cost you

Annual cost at the plan's reported 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20244
COMMONWEALTH EQUITY SERVICES LLC · Investment advisory (plan)$11,627
LEAFHOUSE FINANCIAL ADVISORS, LLC$465
EMPOWER ADVISORY GROUP, LLC · Investment management$259

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Administrative cost history1
2024$37,152 · 1.54%
Similar plansTransportation & Warehousing · New York
West Point Tours, Inc. NY$3.5M · 0.53%
Airsea Packing Group Inc. NY$3.5M · 1.08%
Relco Systems, Inc. NY$2.4M · 0.39%

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Source: U.S. Department of Labor, Form 5500 series, EIN 030401850 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.