Alvest (USA) Inc.ESOP
ALVEST S.A.S EMPLOYEE STOCK OWNERSHIP PLAN · WINDSOR, CT · plan year 2024
Alvest (USA) Inc. reported $223 in plan administrative expenses for 2024: 0.00% of average plan assets, lower than ~75% of peers. 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 0.01% to 0.00%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other manufacturing employers. By assets it is among the smaller plans on file in Connecticut (772nd of 1,106), and 9,067th of 13,661 in manufacturing. active participation has grown from 575 to 1,032 since 2022.
Annual cost at the plan's reported 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.
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Source: U.S. Department of Labor, Form 5500 series, EIN 510337585 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.