Plan Ledger DOL Form 5500 · updated monthly

Avian Holdings, Inc.ESOP

AVIAN HOLDINGS, INC. EMPLOYEE STOCK OWNERSHIP PLAN · LEXINGTON PARK, MD · plan year 2023

Reported admin expense ratio · 2023
0.00%

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

Avian Holdings, Inc. reported $45 in plan administrative expenses for 2023: 0.00% of average plan assets, lower than ~75% of peers. Employer contributions averaged $1,369 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 0.07% to 0.00%. The plan sits in the $1M–$10M size bracket, benchmarked here against 22,307 comparable plans and shown alongside other management of companies employers. By assets it is among the smaller plans on file in Maryland (1,374th of 1,671), and 679th of 786 in management of companies.

Plan summary
Net assets, end of year$3,709,317
Participants with balances412
Active participants373
Employer contributions$510,461
Employee contributions—
Employer contribution per active participant$1,369
Average account balance$9,003
Benefits paid to participants$129,316
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$3.3M · 418 accts · $990K emplr
2023$3.7M · 412 accts · $510K emplr
2022$3.2M · 454 accts · $882K emplr
Employer contributions to the Avian Holdings, Inc. plan · 2023
Employer contribution per active participant$1,369
Median for plans this size$1,308
2024$2,655 per active participant
2023$1,369 per active participant
2022$2,332 per active participant

Avian Holdings, Inc.'s 2023 employer contribution ran above the $1,308 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.

Administrative cost history3
2024$30 · 0.00%
2023$45 · 0.00%
2022$2,303 · 0.07%
Similar plansManagement of Companies · Maryland
Access Intelligence LLC MD$35.2M · 0.28%
Mosaic Technologies Group MD$10.8M · 0.07%
Snowball Industries, Inc. NV$3.9M · 0.83%
Birds Eye Holdings, LLC KS$3.8M · 0.76%

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Source: U.S. Department of Labor, Form 5500 series, EIN 873424078 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.