Plan Ledger DOL Form 5500 · updated monthly

Semper Valens Solutions, Inc.401(k)

SEMPER VALENS SOLUTIONS, INC. 401(K) PLAN · CANYON LAKE, TX · plan year 2024

Reported admin expense ratio · 2024
0.09%

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

Semper Valens Solutions, Inc. reported $5,315 in plan administrative expenses for 2024: 0.09% of average plan assets, lower than ~75% of peers. Employer contributions averaged $2,057 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 0.12% to 0.09%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other professional & technical services employers. By assets it is among the smaller plans on file in Texas (3,708th of 5,688), and 9,209th of 11,654 in professional & technical services. In 2024, employees put in $2.01 for every $1.00 the employer contributed; active participation has grown from 147 to 193 since 2022.

Plan summary
Net assets, end of year$6,498,428
Participants with balances233
Active participants193
Employer contributions$397,057
Employee contributions$799,026
Employer contribution per active participant$2,057
Average account balance$27,890
Benefits paid to participants$463,725
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$6.5M · 233 accts · $397K emplr
2023$4.9M · 163 accts · $230K emplr
2022$4.5M · 196 accts · $292K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$5,315
Total administrative$5,315
The Semper Valens Solutions, Inc. 401(k) match · 2024
Employer contribution per active participant$2,057
Median for plans this size$1,313
2024$2,057 per active participant
2023$2,036 per active participant
2022$1,989 per active participant

Semper Valens Solutions, Inc.'s 2024 employer contribution ran above the $1,313 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 · 20242
ADP, INC. · Loan processing · Recordkeeping$5,315
ADP BROKER-DEALER · Other servicesindirect comp

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

Recordkeeper by year2
2024ADP
2023ADP

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

Administrative cost history3
2024$5,315 · 0.09%
2023$5,929 · 0.13%
2022$5,133 · 0.12%
Same employer
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Keeps Corporation TX$6.7M · 0.97%
Medici Technologies, LLC TX$6.6M · 0.79%
Worksoft, Inc. TX$6.5M · 0.42%
Corva Ai, LLC TX$6.5M · 0.48%
Talent Logic, Inc. TX$6.5M · 0.31%
Team Air Express, Inc. TX$6.4M · 0.24%
Logical Innovations, Inc. TX$6.4M · 0.37%

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Source: U.S. Department of Labor, Form 5500 series, EIN 464750154 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.