Plan Ledger DOL Form 5500 · updated monthly

Altivia Investments, LLC401(k)

ALTIVIA 401(K) PLAN · HOUSTON, TX · plan year 2022

Reported admin expense ratio · 2022
0.34%

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

Altivia Investments, LLC reported $76,282 in plan administrative expenses for 2022: 0.34% of average plan assets, above the peer median. Employer contributions averaged $3,285 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 $10M–$50M size bracket, benchmarked here against 26,806 comparable plans and shown alongside other manufacturing employers. By assets it is the 1,876th-largest of 5,688 plans among Texas employers on file, and the 5,497th of 13,661 in manufacturing. In 2022, employees put in $2.16 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$22,457,538
Participants with balances323
Active participants380
Employer contributions$1,248,244
Employee contributions$2,699,297
Employer contribution per active participant$3,285
Average account balance$69,528
Benefits paid to participants$1,796,335
Plan auditUnmodified (clean) audit opinion
Administrative expenses, itemized · 2022
Investment management$1,571
Total administrative$76,282
The Altivia Investments, LLC 401(k) match · 2022
Employer contribution per active participant$3,285
Median for plans this size$2,266

Altivia Investments, LLC's 2022 employer contribution ran above the $2,266 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 2022 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Administrative cost history1
2022$76,282 · 0.34%
Same employer
Similar plansManufacturing · Texas
Anchor Partners, LLC TX$22.8M · 0.56%
Pci Industries LLC TX$22.6M · 0.34%
Fmg, Inc. TX$22.5M · 0.31%
H.J. Baker and Bro., LLC TX$22.5M · 0.01%
Gagemaker, LP TX$22.4M · 0.29%
Caviness Beef Packers LTD TX$22.0M · 0.02%
Tenstorrent USA, Inc. TX$21.9M · 0.43%

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Source: U.S. Department of Labor, Form 5500 series, EIN 814592464 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.