Plan Ledger DOL Form 5500 · updated monthly

Avixa, Inc.401(k)

AVIXA SAVINGS & SALARY PLAN · FAIRFAX, VA · plan year 2024

Reported admin expense ratio · 2024
0.35%

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

Avixa, Inc. reported $77,277 in plan administrative expenses for 2024: 0.35% of average plan assets, above the peer median. Employer contributions averaged $4,186 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 0.33% to 0.35%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other other services employers. By assets it is the 879th-largest of 2,266 plans among Virginia employers on file, and the 905th of 3,341 in other services. In 2024, employees put in $2.97 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$24,056,155
Participants with balances160
Active participants111
Employer contributions$464,700
Employee contributions$1,381,359
Employer contribution per active participant$4,186
Average account balance$150,351
Benefits paid to participants$1,149,137
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$24.1M · 160 accts · $465K emplr
2023$20.6M · 157 accts · $447K emplr
2022$16.3M · 147 accts · $406K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$36,413
Investment management$40,864
Total administrative$77,277
The Avixa, Inc. 401(k) match · 2024
Employer contribution per active participant$4,186
Median for plans this size$2,416
2024$4,186 per active participant
2023$4,141 per active participant
2022$3,985 per active participant

Avixa, Inc.'s 2024 employer contribution ran above the $2,416 median for plans its size, placing it in the top 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 · 20243
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processing$36,412
MERCER INVESTMENT MANAGEMENT INC · Investment advisory (plan)$35,000
STRATEGIC ADVISORS, INC. · Investment advisory (plan)$5,077

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$77,277 · 0.35%
2023$60,554 · 0.33%
2022$56,786 · 0.33%
Same employer
Similar plansOther Services · Virginia
Techlaw Consultants, Inc. VA$25.2M · 0.38%
Operation Smile, Inc. VA$23.3M · 0.11%
Nami VA$20.9M · 0.32%

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Source: U.S. Department of Labor, Form 5500 series, EIN 540621493 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.