Plan Ledger DOL Form 5500 · updated monthly

Lanvera, LTD.401(k)

LANVERA, LTD. 401(K) PLAN · COPPELL, TX · plan year 2024

Reported admin expense ratio · 2024
0.08%

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

Lanvera, LTD. reported $9,725 in plan administrative expenses for 2024: 0.08% of average plan assets, lower than ~75% of peers. Employer contributions averaged $8,665 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 fell from 0.11% to 0.08%. 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 2,539th-largest of 5,688 plans among Texas employers on file, and 6,821st of 11,654 in professional & technical services. In 2024, the employer put in $1.12 for every $1.00 employees contributed themselves; active participation has grown from 79 to 97 since 2022.

Plan summary
Net assets, end of year$14,015,874
Participants with balances132
Active participants97
Employer contributions$840,457
Employee contributions$747,082
Employer contribution per active participant$8,665
Average account balance$106,181
Benefits paid to participants$1,834,999
Plan auditUnmodified (clean) audit opinion
AuditorGARRETY AND ASSOCIATES CPA, LLC
Plan history3
Yearassets · accounts · employer contribution
2024$14.0M · 132 accts · $840K emplr
2023$11.4M · 114 accts · $443K emplr
2022$9.0M · 113 accts · $466K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$9,725
Total administrative$9,725
The Lanvera, LTD. 401(k) match · 2024
Employer contribution per active participant$8,665
Median for plans this size$2,416
2024$8,665 per active participant
2023$5,400 per active participant
2022$5,894 per active participant

Lanvera, LTD.'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 · 20241
FIDELITY INVESTMENTS · Contract administrator · Loan processing$9,725

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$9,725 · 0.08%
2023$9,025 · 0.09%
2022$11,062 · 0.11%
Similar plansProfessional & Technical Services · Texas
On Computer Services, LLC TX$14.4M · 0.47%
Rothe Development, Inc. TX$14.3M · 0.39%
A.S.C.I.B., L.P. TX$14.2M · 0.29%
Liaison Resources, LP TX$14.0M · 0.33%
Broaddus & Associates, Inc. TX$14.0M · 0.32%
Access Sciences Corporation TX$14.0M · 0.40%

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Source: U.S. Department of Labor, Form 5500 series, EIN 752825748 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.