Plan Ledger DOL Form 5500 · updated monthly

Aiv, L.P.401(k)

AIV, L.P. 401(K) PLAN · HOUSTON, TX · plan year 2024

Reported admin expense ratio · 2024
0.39%

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

Aiv, L.P. reported $118,976 in plan administrative expenses for 2024: 0.39% of average plan assets, above the peer median. Employer contributions averaged $3,733 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.

Across the 2 years on file its reported administrative ratio fell from 0.44% to 0.39%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other wholesale trade employers. By assets it is the 1,413th-largest of 5,688 plans among Texas employers on file, and the 1,220th of 4,246 in wholesale trade. In 2024, employees put in $1.22 for every $1.00 the employer contributed; active participation has grown from 239 to 288 since 2022.

Plan summary
Net assets, end of year$33,713,735
Participants with balances272
Active participants288
Employer contributions$1,075,001
Employee contributions$1,314,200
Employer contribution per active participant$3,733
Average account balance$123,948
Benefits paid to participants$511,323
Plan auditUnmodified (clean) audit opinion
AuditorHARPER & PEARSON COMPANY P.C.
Plan history3
Yearassets · accounts · employer contribution
2024$33.7M · 272 accts · $1.1M emplr
2023$27.6M · 231 accts · $901K emplr
2022$22.1M · 220 accts · $917K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$118,976
Total administrative$118,976
The Aiv, L.P. 401(k) match · 2024
Employer contribution per active participant$3,733
Median for plans this size$2,416
2024$3,733 per active participant
2023$3,363 per active participant
2022$3,839 per active participant

Aiv, L.P.'s 2024 employer contribution ran above the $2,416 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 · 20243
JOHN HANCOCK LIFE INSURANCE COMPANY · Recordkeeping · Investment management$43,252
RAYMOND JAMES INSURANCE GROUP INC · Investment advisory (participants)$44,699
NOVA 401 (K) ASSOCIATES · Contract administrator$13,969

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

Recordkeeper by year2
2024John Hancock
2023John Hancock

Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$118,976 · 0.39%
2023$97,536 · 0.39%
2022$107,689 · 0.44%
Same employer
Similar plansWholesale Trade · Texas
Xl Parts LLC TX$35.6M · 0.60%
Duraserv Corp TX$35.4M · 0.44%
Traxxas, L.P. TX$33.9M · 0.11%
Duferco Steel LLC TX$33.7M · 0.26%
Texon Distributing TX$32.5M · 0.20%

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Source: U.S. Department of Labor, Form 5500 series, EIN 760325317 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.