Plan Ledger DOL Form 5500 · updated monthly

Anuvu Operations LLC401(k)

ANUVU RETIREMENT PLAN · SANTA ANA, CA · plan year 2023

Reported admin expense ratio · 2023
0.03%

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

Anuvu Operations LLC reported $15,106 in plan administrative expenses for 2023: 0.03% of average plan assets, lower than ~75% of peers. Employer contributions averaged $3,333 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 3 years on file its reported administrative ratio fell from 0.15% to 0.04%. The plan sits in the $10M–$50M size bracket, benchmarked here against 26,779 comparable plans and shown alongside other information & media employers. By assets it is the 1,810th-largest of 9,483 plans among California employers on file, and the 525th of 2,199 in information & media. In 2023, employees put in $2.76 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$48,527,435
Participants with balances694
Active participants413
Employer contributions$1,376,520
Employee contributions$3,805,772
Employer contribution per active participant$3,333
Average account balance$69,924
Benefits paid to participants$2,674,949
Plan auditUnmodified (clean) audit opinion
AuditorKAUFMAN ROSSIN & CO.
Plan history4
Yearassets · accounts · employer contribution
2024$48.4M · 498 accts · $1.0M emplr
2023$48.5M · 694 accts · $1.4M emplr
2022$38.5M · 648 accts · $870K emplr
2021$45.4M · 783 accts · $1.1M emplr
Administrative expenses, itemized · 2023
Recordkeeping & contract admin$5,650
Investment management$7,350
Total administrative$15,106
The Anuvu Operations LLC 401(k) match · 2023
Employer contribution per active participant$3,333
Median for plans this size$2,440
2024$2,024 per active participant
2023$3,333 per active participant
2022$1,938 per active participant
2021$2,319 per active participant

Anuvu Operations LLC's 2023 employer contribution ran above the $2,440 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 2023 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20232
VOYA RETIREMENT INSURANCE & ANNUITY · Investment advisory (participants)$10,595
GALLAGHER BENEFIT SERVICES INCindirect comp

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

Administrative cost history4
2024$20,157 · 0.04%
2023$15,106 · 0.03%
2022$23,886 · 0.06%
2021$61,647 · 0.15%
Same employer
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Itv US Holdings, Inc. CA$49.3M · 0.49%
Tarana Wireless, Inc. CA$48.7M · 0.10%
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Source: U.S. Department of Labor, Form 5500 series, EIN 854087698 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.