Plan Ledger DOL Form 5500 · updated monthly

Cvausa Management, LLC401(k)

CVAUSA MANAGEMENT, LLC 401(K) PLAN · CELEBRATION, FL · plan year 2024

Reported admin expense ratio · 2024
0.15%

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

Cvausa Management, LLC reported $113,426 in plan administrative expenses for 2024: 0.15% of average plan assets, above the peer median. Employer contributions averaged $2,818 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 1 year on file its reported administrative ratio rose from 0.06% to 0.15%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other health care & social assistance employers. By assets it is the 260th-largest of 3,644 plans among Florida employers on file, and the 864th of 11,911 in health care & social assistance. In 2024, the employer put in $1.38 for every $1.00 employees contributed themselves.

Plan summary
Net assets, end of year$132,471,374
Participants with balances1,437
Active participants3,358
Employer contributions$9,463,153
Employee contributions$6,839,075
Employer contribution per active participant$2,818
Average account balance$92,186
Benefits paid to participants$12,139,480
Plan auditUnmodified (clean) audit opinion
Plan history2
Yearassets · accounts · employer contribution
2024$132.5M · 1,437 accts · $9.5M emplr
2023$22.3M · 148 accts · $979K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$82,484
Investment management$25,610
Total administrative$113,426
The Cvausa Management, LLC 401(k) match · 2024
Employer contribution per active participant$2,818
Median for plans this size$3,635
2024$2,818 per active participant
2023$4,822 per active participant

Cvausa Management, LLC's 2024 employer contribution ran below the $3,635 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 · 20244
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processing$82,719
STRATEGIC ADVISORS, INC. · Investment advisory (plan)$17,506
INVESTMENT CONSULTING GROUP, INC · Investment advisory (plan)$8,104
ADP, INC · Other services$5,332

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

Administrative cost history2
2024$113,426 · 0.15%
2023$12,412 · 0.06%
Similar plansHealth Care & Social Assistance · Florida
Empath-Stratum, Inc. FL$145.4M · 0.30%
Ent Mso, LLC FL$134.1M · 0.20%
Borland-Groover Clinic, P.A. FL$127.0M · 0.11%
Jupiter Medical Center, Inc. FL$126.0M · 0.30%

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Source: U.S. Department of Labor, Form 5500 series, EIN 873915207 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.