Plan Ledger DOL Form 5500 · updated monthly

Kiavi, Inc.401(k)

KIAVI, INC. RETIREMENT TRUST · PITTSBURGH, PA · plan year 2024

Reported admin expense ratio · 2024
0.21%

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

Kiavi, Inc. reported $57,483 in plan administrative expenses for 2024: 0.21% of average plan assets, below the peer median. Employer contributions averaged $2,717 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 0.03% to 0.21%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other professional & technical services employers. By assets it is the 1,142nd-largest of 3,651 plans among Pennsylvania employers on file, and the 4,028th of 11,654 in professional & technical services. In 2024, employees put in $3.50 for every $1.00 the employer contributed; active participation has grown from 368 to 439 since 2022.

Plan summary
Net assets, end of year$31,316,127
Participants with balances595
Active participants439
Employer contributions$1,192,682
Employee contributions$4,179,830
Employer contribution per active participant$2,717
Average account balance$52,632
Benefits paid to participants$2,513,294
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$31.3M · 595 accts · $1.2M emplr
2023$23.9M · 480 accts · $1.6M emplr
2022$16.0M · 496 accts · $1.4M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$57,483
Total administrative$57,483
The Kiavi, Inc. 401(k) match · 2024
Employer contribution per active participant$2,717
Median for plans this size$2,416
2024$2,717 per active participant
2023$4,496 per active participant
2022$3,791 per active participant

Kiavi, 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
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processing$57,483

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$57,483 · 0.21%
2023$23,761 · 0.12%
2022$4,068 · 0.03%
Same employer
Similar plansProfessional & Technical Services · Pennsylvania
The Horst Group, Inc. PA$31.0M · 0.43%
Definiti LLC PA$30.7M · 0.22%
Comoto Holdings, LLC PA$30.6M · 0.55%
Maillie LLP PA$30.4M · 0.02%

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Source: U.S. Department of Labor, Form 5500 series, EIN 463089169 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.