Plan Ledger DOL Form 5500 · updated monthly

Aliviane, IncDC plan

SAFE-HARBOR 401(K) PROFIT SHARING PLAN OF ALIVIANE · EL PASO, TX · plan year 2024

Reported admin expense ratio · 2024
0.03%

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

Aliviane, Inc reported $1,912 in plan administrative expenses for 2024: 0.03% of average plan assets, lower than ~75% of peers. Employer contributions averaged $2,680 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 0.16% to 0.03%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other health care & social assistance employers. By assets it is among the smaller plans on file in Texas (3,615th of 5,688), and 6,881st of 11,911 in health care & social assistance. In 2024, the employer put in $1.56 for every $1.00 employees contributed themselves.

Plan summary
Net assets, end of year$6,983,357
Participants with balances212
Active participants150
Employer contributions$401,953
Employee contributions$256,872
Employer contribution per active participant$2,680
Average account balance$32,940
Benefits paid to participants$702,748
Plan auditUnmodified (clean) audit opinion
AuditorPENA BRIONES MCDANIEL & CO.
Plan history3
Yearassets · accounts · employer contribution
2024$7.0M · 212 accts · $402K emplr
2023$6.4M · 335 accts · $340K emplr
2022$5.3M · 322 accts · $266K emplr
Employer contributions to the Aliviane, Inc plan · 2024
Employer contribution per active participant$2,680
Median for plans this size$1,313
2024$2,680 per active participant
2023$2,789 per active participant
2022$1,672 per active participant

Aliviane, Inc's 2024 employer contribution ran above the $1,313 median for plans its size, placing it in the top quarter of its peers. 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 · 20241
MUTUAL OF AMERICA LIFE INSURANCE CO · Claims processing · Recordkeeping$4,132

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

Recordkeeper by year2
2024Mutual of America
2023Mutual of America

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

Administrative cost history3
2024$1,912 · 0.03%
2023$3,682 · 0.06%
2022$8,049 · 0.16%
Similar plansHealth Care & Social Assistance · Texas
Deca Dental Holdings, LLC TX$7.1M · 2.05%
Oci Holdings, LLC TX$6.7M · 0.99%

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Source: U.S. Department of Labor, Form 5500 series, EIN 741681485 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.