Plan Ledger DOL Form 5500 · updated monthly

Cvo Holding Company LLC401(k)

CVO HOLDING COMPANY LLC 401(K) SAVINGS PLAN · PHOENIX, AZ · plan year 2025

Reported admin expense ratio · 2025
0.14%

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

Cvo Holding Company LLC reported $29,394 in plan administrative expenses for 2025: 0.14% of average plan assets, below the peer median. Employer contributions averaged $3,187 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 3 years on file its reported administrative ratio rose from 0.13% to 0.14%. The plan sits in the $10M–$50M size bracket, benchmarked here against 1,620 comparable plans and shown alongside other transportation & warehousing employers. By assets it is the 326th-largest of 1,285 plans among Arizona employers on file, and the 643rd of 2,677 in transportation & warehousing. In 2025, employees put in $1.97 for every $1.00 the employer contributed; active participation has grown from 314 to 447 since 2022.

Plan summary
Net assets, end of year$24,213,618
Participants with balances485
Active participants447
Employer contributions$1,424,397
Employee contributions$2,810,844
Employer contribution per active participant$3,187
Average account balance$49,925
Benefits paid to participants$2,673,538
Plan auditUnmodified (clean) audit opinion
Plan history4
Yearassets · accounts · employer contribution
2025$24.2M · 485 accts · $1.4M emplr
2024$18.5M · 451 accts · $1.3M emplr
2023$15.6M · 381 accts · $976K emplr
2022$11.3M · 338 accts · $792K emplr
Administrative expenses, itemized · 2025
Recordkeeping & contract admin$19,125
Investment management$10,269
Total administrative$29,394
The Cvo Holding Company LLC 401(k) match · 2025
Employer contribution per active participant$3,187
Median for plans this size$2,666
2025$3,187 per active participant
2024$3,298 per active participant
2023$2,803 per active participant
2022$2,523 per active participant

Cvo Holding Company LLC's 2025 employer contribution ran above the $2,666 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 2025 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20254
EMPOWER ADVISORY GROUP, LLC · Investment management$10,269
EMPOWER FINANCIAL SERVICES, INC. · Securities brokerage$75

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

Administrative cost history4
2025$29,394 · 0.14%
2024$16,982 · 0.10%
2023$8,444 · 0.06%
2022$14,401 · 0.13%
Same employer
Similar plansTransportation & Warehousing · Arizona
Apl Logistics Americas, LTD AZ$174.7M · 0.25%
Mesa Air Group Inc AZ$109.9M · 0.36%
McDonough Corporation AZ$43.2M · 0.13%
Priority Ambulance, LLC AZ$26.1M · 0.61%
Cutter Holding Company AZ$16.3M · 0.35%
Flexi-Van Leasing, LLC AZ$13.6M · 0.09%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 823897252 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.