Plan Ledger DOL Form 5500 · updated monthly

Aviva Metals, Inc.401(k)

AVIVA METALS, INC. RETIREMENT PLAN AND TRUST · HOUSTON, TX · plan year 2024

Reported admin expense ratio · 2024
0.07%

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

Aviva Metals, Inc. reported $10,388 in plan administrative expenses for 2024: 0.07% of average plan assets, lower than ~75% of peers. Employer contributions averaged $2,422 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 rose from 0.04% to 0.07%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other wholesale trade employers. By assets it is the 2,367th-largest of 5,688 plans among Texas employers on file, and 2,313th of 4,246 in wholesale trade. In 2024, employees put in $1.93 for every $1.00 the employer contributed; active participation has grown from 136 to 158 since 2022.

Plan summary
Net assets, end of year$15,580,776
Participants with balances200
Active participants158
Employer contributions$382,715
Employee contributions$738,798
Employer contribution per active participant$2,422
Average account balance$77,904
Benefits paid to participants$318,673
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$15.6M · 200 accts · $383K emplr
2023$12.8M · 161 accts · $357K emplr
2022$10.7M · 140 accts · $292K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$10,388
Total administrative$10,388
The Aviva Metals, Inc. 401(k) match · 2024
Employer contribution per active participant$2,422
Median for plans this size$2,416
2024$2,422 per active participant
2023$2,412 per active participant
2022$2,147 per active participant

Aviva Metals, Inc.'s 2024 employer contribution ran above the $2,416 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 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20241
JOHN HANCOCK LIFE INSURANCE COMPANY · Recordkeeping · Investment management$2,788

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

Recordkeeper by year2
2024John Hancock
2023John Hancock

Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$10,388 · 0.07%
2023$6,673 · 0.06%
2022$4,412 · 0.04%
Same employer
Similar plansWholesale Trade · Texas
Hugh M. Cunningham, Inc. TX$15.5M · 0.30%

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Source: U.S. Department of Labor, Form 5500 series, EIN 760071408 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.