Plan Ledger DOL Form 5500 · updated monthly

Tanvex Biopharma USA, Inc.401(k)

TANVEX BIOPHARMA USA, INC. 401(K) PLAN · SAN DIEGO, CA · plan year 2024

Reported admin expense ratio · 2024
0.43%

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

Tanvex Biopharma USA, Inc. reported $55,181 in plan administrative expenses for 2024: 0.43% of average plan assets, above the peer median. Employer contributions averaged $2,054 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 3 years on file its reported administrative ratio has held roughly steady near 0.434%. 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 4,679th-largest of 9,483 plans among California employers on file, and 6,979th of 11,654 in professional & technical services. In 2024, employees put in $5.44 for every $1.00 the employer contributed; active participation has shrunk from 132 to 88 since 2022.

Plan summary
Net assets, end of year$13,422,245
Participants with balances166
Active participants88
Employer contributions$180,760
Employee contributions$984,011
Employer contribution per active participant$2,054
Average account balance$80,857
Benefits paid to participants$2,643,345
Plan auditUnmodified (clean) audit opinion
AuditorOZUROVICH + ASSOCIATES
Plan history3
Yearassets · accounts · employer contribution
2024$13.4M · 166 accts · $181K emplr
2023$12.0M · 192 accts · $314K emplr
2022$10.2M · 188 accts · $246K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$19,015
Investment management$33,653
Total administrative$55,181
The Tanvex Biopharma USA, Inc. 401(k) match · 2024
Employer contribution per active participant$2,054
Median for plans this size$2,416
2024$2,054 per active participant
2023$2,311 per active participant
2022$1,862 per active participant

Tanvex Biopharma USA, Inc.'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
CREATIVE PLANNING HOLDCO LLC DBA CR · Investment advisory (plan)$33,653
REILLY FINANCIAL ADVISORS LLC$2,513

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$55,181 · 0.43%
2023$47,143 · 0.42%
2022$45,335 · 0.43%
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Bristlecone, Inc. CA$13.4M · 0.41%
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Source: U.S. Department of Labor, Form 5500 series, EIN 274486362 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.