Plan Ledger DOL Form 5500 · updated monthly

Alvaria, Inc.401(k)

ALVARIA, INC. 401(K) RETIREMENT PLAN · ATLANTA, GA · plan year 2024

Reported admin expense ratio · 2024
0.09%

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

Alvaria, Inc. reported $118,800 in plan administrative expenses for 2024: 0.09% of average plan assets, below the peer median. Employer contributions averaged $977 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 rose from 0.08% to 0.09%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other professional & technical services employers. By assets it is the 224th-largest of 2,160 plans among Georgia employers on file, and the 1,115th of 11,654 in professional & technical services. In 2024, employees put in $11.98 for every $1.00 the employer contributed; active participation has shrunk from 602 to 465 since 2022.

Plan summary
Net assets, end of year$139,566,134
Participants with balances1,017
Active participants465
Employer contributions$454,174
Employee contributions$5,439,372
Employer contribution per active participant$977
Average account balance$137,233
Benefits paid to participants$20,569,901
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$139.6M · 1,017 accts · $454K emplr
2023$134.5M · 1,112 accts · $537K emplr
2022$118.9M · 1,133 accts · $725K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$118,800
Total administrative$118,800
The Alvaria, Inc. 401(k) match · 2024
Employer contribution per active participant$977
Median for plans this size$3,635
2024$977 per active participant
2023$1,170 per active participant
2022$1,205 per active participant

Alvaria, Inc.'s 2024 employer contribution ran below the $3,635 median for plans its size, in the bottom 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 · 20242
ADP, INC. · Loan processing · Recordkeeping$118,800
CHARLES SCHWAB & CO, INC. · Securities brokerage$151

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

Recordkeeper by year2
2024ADP
2023ADP

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

Administrative cost history3
2024$118,800 · 0.09%
2023$103,499 · 0.08%
2022$116,250 · 0.08%
Same employer
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Source: U.S. Department of Labor, Form 5500 series, EIN 020364368 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.