Plan Ledger DOL Form 5500 · updated monthly

Altivia Petrochemicals, LLC401(k)

ALTIVIA 401(K) PLAN · HOUSTON, TX · plan year 2024

Reported admin expense ratio · 2024
0.33%

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

Altivia Petrochemicals, LLC reported $100,469 in plan administrative expenses for 2024: 0.33% of average plan assets, above the peer median. Employer contributions averaged $3,323 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 1 year on file its reported administrative ratio fell from 0.35% to 0.33%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other manufacturing employers. By assets it is the 1,415th-largest of 5,688 plans among Texas employers on file, and the 4,147th of 13,661 in manufacturing. In 2024, employees put in $2.09 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$33,650,048
Participants with balances369
Active participants450
Employer contributions$1,495,321
Employee contributions$3,128,355
Employer contribution per active participant$3,323
Average account balance$91,193
Benefits paid to participants$2,915,062
Plan auditUnmodified (clean) audit opinion
Plan history2
Yearassets · accounts · employer contribution
2024$33.7M · 369 accts · $1.5M emplr
2023$27.9M · 362 accts · $1.4M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$41,616
Investment management$58,853
Total administrative$100,469
The Altivia Petrochemicals, LLC 401(k) match · 2024
Employer contribution per active participant$3,323
Median for plans this size$2,416
2024$3,323 per active participant
2023$3,466 per active participant

Altivia Petrochemicals, LLC'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 · 20242
LPL FINANCIAL LLC · Investment advisory (plan)$50,325
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processing$41,616

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

Administrative cost history2
2024$100,469 · 0.33%
2023$87,581 · 0.35%
Same employer
Similar plansManufacturing · Texas
Ipsco Tubulars Inc. TX$35.0M · 0.13%
Air Tractor, Inc. TX$34.2M · 0.02%
The Modern Group, LTD. TX$34.1M · 0.73%
Satake USA, Inc. TX$33.5M · 0.08%
Venator TX$33.2M · 0.07%
Time Manufacturing Company TX$33.2M · 1.19%
Transworld Oil U.S.A., Inc. TX$33.2M · 0.11%

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Source: U.S. Department of Labor, Form 5500 series, EIN 474927987 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.