Plan Ledger DOL Form 5500 · updated monthly

Alvest (USA) Inc.ESOP

ALVEST S.A.S EMPLOYEE STOCK OWNERSHIP PLAN · WINDSOR, CT · plan year 2024

Reported admin expense ratio · 2024
0.00%

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.

Plan summary
Net assets, end of year$9,376,268
Participants with balances244
Active participants1,032
Employer contributions—
Employee contributions—
Employer contribution per active participant—
Average account balance$38,427
Benefits paid to participants$233,614
Plan auditUnmodified (clean) audit opinion
AuditorEICHEN & DIMEGLIO, PC
Plan history3
Yearassets · accounts · employer contribution
2024$9.4M · 244 accts
2023$4.2M · 244 accts
2022$3.9M · 258 accts
Administrative expenses, itemized · 2024
Trustee / custodial$223
Total administrative$223
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.

Administrative cost history3
2024$223 · 0.00%
2023$288 · 0.01%
2022$196 · 0.01%
Same employer
Similar plansManufacturing · Connecticut
Connecticut Coining, Inc. CT$9.5M · 0.42%
Altek Electronics, Inc. CT$9.5M · 0.33%
Safety Marking, Inc. CT$9.5M · 0.65%
L.C. Doane Company CT$9.1M · 0.45%
Microbest, Inc. CT$9.1M · 0.31%
Polamer Precision Inc CT$8.9M · 0.49%

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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.