Plan Ledger DOL Form 5500 · updated monthly

Apriva, LLC401(k)

APRIVA, LLC 401(K) PLAN · PHOENIX, AZ · plan year 2024

Reported admin expense ratio · 2024
0.03%

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

Apriva, LLC reported $3,419 in plan administrative expenses for 2024: 0.03% of average plan assets, lower than ~75% of peers. Employer contributions averaged $0 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 fell from 0.08% to 0.03%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other professional & technical services employers. By assets it is the 574th-largest of 1,285 plans among Arizona employers on file, and 7,866th of 11,654 in professional & technical services. active participation has shrunk from 122 to 104 since 2022.

Plan summary
Net assets, end of year$10,429,655
Participants with balances131
Active participants104
Employer contributions$0
Employee contributions$835,275
Employer contribution per active participant$0
Average account balance$79,616
Benefits paid to participants$1,589,753
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$10.4M · 131 accts
2023$9.5M · 141 accts · $188 emplr
2022$7.7M · 143 accts
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$785
Investment management$2,634
Total administrative$3,419
The Apriva, LLC 401(k) match · 2024
Employer contribution per active participant$0
Median for plans this size$1,313

Apriva, LLC's 2024 employer contribution ran below the $1,313 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 · 20241
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processing$785

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

Administrative cost history3
2024$3,419 · 0.03%
2023$2,501 · 0.03%
2022$6,701 · 0.08%
Same employer
Similar plansProfessional & Technical Services · Arizona
Sion Power Corporation AZ$10.8M · 0.16%
Geddes and Company AZ$10.7M · 0.11%
Vermeer Mountain West Inc AZ$10.6M · 0.72%
Davis Miles, PLLC AZ$10.2M · 0.43%
Goldberg & Osborne LLP AZ$10.1M · 0.33%

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Source: U.S. Department of Labor, Form 5500 series, EIN 860970898 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.