Plan Ledger DOL Form 5500 · updated monthly

Cv Holdings Lc401(k)

COSTA VIDA 401(K) PLAN · LEHI, UT · plan year 2022

Reported admin expense ratio · 2022
1.15%

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

Cv Holdings Lc reported $18,485 in plan administrative expenses for 2022: 1.15% of average plan assets, higher than ~90% of peers. Employer contributions averaged $459 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.

The plan sits in the $1M–$10M size bracket, benchmarked here against 30,021 comparable plans and shown alongside other accommodation & food services employers. By assets it is among the smaller plans on file in Utah (761st of 848), and 1,508th of 2,240 in accommodation & food services. In 2022, employees put in $1.54 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$1,731,681
Participants with balances89
Active participants521
Employer contributions$239,019
Employee contributions$367,214
Employer contribution per active participant$459
Average account balance$19,457
Benefits paid to participants$100,477
Plan auditUnmodified (clean) audit opinion
AuditorLARSON & COMPANY, PC
Administrative expenses, itemized · 2022
Recordkeeping & contract admin$2,381
Investment management$16,104
Total administrative$18,485
The Cv Holdings Lc 401(k) match · 2022
Employer contribution per active participant$459
Median for plans this size$1,114

Cv Holdings Lc's 2022 employer contribution ran below the $1,114 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 2022 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Administrative cost history1
2022$18,485 · 1.15%
Same employer
Similar plansAccommodation & Food Services · Utah
Zullas, Lc UT$3.9M · 1.41%
H.B. Boys L.C. UT$3.5M · 1.42%
Utah Del Inc UT$2.1M · 0.07%
Rgj Corporation UT$1.2M · 0.13%
Kneaders Bakery and Cafe UT$913K · 4.06%
D & D Management Group UT$463K · 0.75%
Apollo, LLC UT$340K · 0.15%

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Source: U.S. Department of Labor, Form 5500 series, EIN 263216902 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.