Plan Ledger DOL Form 5500 · updated monthly

American Vision Windows, Inc.ESOP

AMERICAN VISION WINDOWS, INC. ESOP · SIMI VALLEY, CA · plan year 2023

Reported admin expense ratio · 2023
0.00%

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

American Vision Windows, Inc. reported $100 in plan administrative expenses for 2023: 0.00% of average plan assets, lower than ~75% of peers. Employer contributions averaged $20,901 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 rose from 0.001% to 0.001%. The plan sits in the $10M–$50M size bracket, benchmarked here against 26,779 comparable plans and shown alongside other construction employers. By assets it is the 4,006th-largest of 9,483 plans among California employers on file, and the 2,242nd of 5,337 in construction.

Plan summary
Net assets, end of year$17,307,887
Participants with balances233
Active participants199
Employer contributions$4,159,223
Employee contributions—
Employer contribution per active participant$20,901
Average account balance$74,283
Benefits paid to participants$72,279
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$4.4M · 239 accts · $3.6M emplr
2023$17.3M · 233 accts · $4.2M emplr
2022$7.6M · 222 accts · $2.6M emplr
Employer contributions to the American Vision Windows, Inc. plan · 2023
Employer contribution per active participant$20,901
Median for plans this size$2,440
2024$21,352 per active participant
2023$20,901 per active participant
2022$13,002 per active participant

American Vision Windows, Inc.'s 2023 employer contribution ran above the $2,440 median for plans its size, placing it in the top 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 2023 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Administrative cost history3
2024$100 · 0.00%
2023$100 · 0.00%
2022Not separately reported
All plans at this employer2
AMERICAN VISION WINDOWS RETIREMENT PLAN401(k)
AMERICAN VISION WINDOWS, INC. ESOPESOP
Same employer
Similar plansConstruction · California
Ampam Parks Mechanical,Inc. CA$17.5M · 0.17%
Mge Underground, Inc. CA$17.5M · 0.42%
All American Asphalt CA$17.3M · 0.41%
United Mechanical, Inc. CA$17.1M · 0.26%
Olson Urban Housing, LLC CA$17.0M · 0.41%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 680448034 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.