Plan Ledger DOL Form 5500 · updated monthly

Aviagen, Inc.401(k)

AVIAGEN, INC. 401(K) RETIREMENT PLAN · HUNTSVILLE, AL · plan year 2025

Reported admin expense ratio · 2025
0.03%

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

Aviagen, Inc. reported $40,873 in plan administrative expenses for 2025: 0.03% of average plan assets, lower than ~75% of peers. Employer contributions averaged $2,996 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 0.14% to 0.03%. The plan sits in the $50M–$250M size bracket, benchmarked here against 605 comparable plans and shown alongside other agriculture, forestry & fishing employers. By assets it is the 49th-largest of 902 plans among Alabama employers on file, and the 22nd of 945 in agriculture, forestry & fishing. In 2025, the employer put in $1.06 for every $1.00 employees contributed themselves; active participation has grown from 1,556 to 2,228 since 2022.

Plan summary
Net assets, end of year$162,724,298
Participants with balances2,775
Active participants2,228
Employer contributions$6,674,966
Employee contributions$6,293,730
Employer contribution per active participant$2,996
Average account balance$58,639
Benefits paid to participants$16,460,848
Plan auditUnmodified (clean) audit opinion
Plan history4
Yearassets · accounts · employer contribution
2025$162.7M · 2,775 accts · $6.7M emplr
2024$141.6M · 2,637 accts · $6.0M emplr
2023$126.4M · 2,401 accts · $5.4M emplr
2022$109.3M · 2,295 accts · $5.0M emplr
Administrative expenses, itemized · 2025
Investment management$60,793
Audit (IQPA)$25,725
Total administrative$40,873
The Aviagen, Inc. 401(k) match · 2025
Employer contribution per active participant$2,996
Median for plans this size$4,093
2025$2,996 per active participant
2024$2,850 per active participant
2023$3,403 per active participant
2022$3,245 per active participant

Aviagen, Inc.'s 2025 employer contribution ran below the $4,093 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 2025 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20254
STRATEGIC ADVISORS, INC. · Investment advisory (plan)$60,793
CAPTRUST · Consulting$31,523
FORVIS MAZARS · Accounting / audit$25,725

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

Administrative cost history4
2025$40,873 · 0.03%
2024$50,555 · 0.04%
2023$119,184 · 0.10%
2022$174,879 · 0.14%
Same employer
Similar plansAgriculture, Forestry & Fishing · Alabama
Driscoll's, Inc. CA$170.1M · 0.02%
Fnc, Inc NE$170.0M · 0.00%
Fieldale Farms Corporation GA$164.2M · 0.31%
Urus Group LP WI$157.3M · 0.11%
Mfa Incorporated MO$154.5M · 0.18%
Western Growers Association CA$145.3M · 0.49%

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Source: U.S. Department of Labor, Form 5500 series, EIN 521542646 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.