Plan Ledger DOL Form 5500 · updated monthly

Pvi Holdings, Inc.401(k)

PVI HOLDINGS, INC. 401(K) PROFIT SHARING PLAN · HOUSTON, TX · plan year 2024

Reported admin expense ratio · 2024
0.20%

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

Pvi Holdings, Inc. reported $209,643 in plan administrative expenses for 2024: 0.20% of average plan assets, above the peer median. Employer contributions averaged $2,631 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 0.06% to 0.20%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other management of companies employers. By assets it is the 620th-largest of 5,688 plans among Texas employers on file, and the 195th of 786 in management of companies. In 2024, employees put in $2.53 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$107,767,863
Participants with balances1,121
Active participants1,006
Employer contributions$2,646,699
Employee contributions$6,703,022
Employer contribution per active participant$2,631
Average account balance$96,135
Benefits paid to participants$16,805,282
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$107.8M · 1,121 accts · $2.6M emplr
2023$99.7M · 1,221 accts · $2.5M emplr
2022$84.2M · 1,183 accts · $996K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$209,643
Total administrative$209,643
The Pvi Holdings, Inc. 401(k) match · 2024
Employer contribution per active participant$2,631
Median for plans this size$3,635
2024$2,631 per active participant
2023$2,183 per active participant
2022$897 per active participant

Pvi Holdings, Inc.'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
PRINCIPAL LIFE INSURANCE COMPANY · Contract administrator · Loan processing$209,642
SECURITIES AMERICA ADVISORS, INC. · Investment advisory (plan)indirect comp
OSAIC WEALTH INC · Investment advisory (plan)indirect comp
MORNINGSTAR INVESTMENT MANAGEMENT L · Investment advisory (participants)indirect comp

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$209,643 · 0.20%
2023$172,214 · 0.19%
2022$53,934 · 0.06%
Same employer
Similar plansManagement of Companies · Texas
Equipment Depot, Inc. TX$155.2M · 0.22%
Pon North America, Inc. TX$117.8M · 0.16%
Atlantic Aviation Fbo Inc. TX$109.9M · 0.20%
Acuity Eyecare Holdings, LLC TX$102.4M · 0.39%
Momentum Platform, LLC TX$98.3M · 0.28%
The Adam Corporation/Group TX$81.3M · 0.23%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 262137253 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.