Plan Ledger DOL Form 5500 · updated monthly

Nvi, LLC401(k)

NVI LLC 401(K) PROFIT SHARING PLAN & TRUST · GRAY, LA · plan year 2024

Reported admin expense ratio · 2024
0.49%

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

Nvi, LLC reported $97,065 in plan administrative expenses for 2024: 0.49% of average plan assets, higher than ~75% of peers. Employer contributions averaged $1,570 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 0.62% to 0.49%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other construction employers. By assets it is the 242nd-largest of 884 plans among Louisiana employers on file, and the 1,944th of 5,337 in construction. In 2024, employees put in $2.93 for every $1.00 the employer contributed; active participation has grown from 350 to 419 since 2022.

Plan summary
Net assets, end of year$21,232,471
Participants with balances328
Active participants419
Employer contributions$657,633
Employee contributions$1,928,162
Employer contribution per active participant$1,570
Average account balance$64,733
Benefits paid to participants$1,683,467
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$21.2M · 328 accts · $658K emplr
2023$18.0M · 357 accts · $653K emplr
2022$14.1M · 376 accts · $56K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$97,065
Total administrative$97,065
The Nvi, LLC 401(k) match · 2024
Employer contribution per active participant$1,570
Median for plans this size$2,416
2024$1,570 per active participant
2023$1,488 per active participant
2022$159 per active participant

Nvi, LLC's 2024 employer contribution ran below 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 · 20243
SENTINEL PENSION LLC · Accounting / audit · Recordkeeping$24,801
BRINKER CAPITAL INVESTMENTS · Investment advisory (plan) · Investment advisory (participants)$141,233
NATIONWIDE · Contract administrator · Custodial (securities)$8,412

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

Recordkeeper by year2
2024SENTINEL PENSION LLC
2023SENTINEL PENSION LLC

Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$97,065 · 0.49%
2023$86,365 · 0.54%
2022$92,933 · 0.62%
Same employer
Similar plansConstruction · Louisiana
United Built Homes, LLC LA$27.1M · 0.29%
Stl Holding Company, LLC LA$26.3M · 0.37%
The Lemoine Company, LLC LA$26.1M · 0.13%
Bld Services. LLC LA$20.3M · 0.05%
All Star Electric, Inc. LA$18.1M · 0.06%
Broussard Brothers, Inc. LA$17.8M · 0.49%

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Source: U.S. Department of Labor, Form 5500 series, EIN 201117678 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.