Plan Ledger DOL Form 5500 · updated monthly

Tvi, Inc.401(k)

SAVERS 401(K) PLAN · BELLEVUE, WA · plan year 2024

Reported admin expense ratio · 2024
0.38%

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

Tvi, Inc. reported $453,015 in plan administrative expenses for 2024: 0.38% of average plan assets, higher than ~90% of peers. Employer contributions averaged $325 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 0.40% to 0.38%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other retail trade employers. By assets it is the 140th-largest of 1,714 plans among Washington employers on file, and the 303rd of 5,215 in retail trade. In 2024, employees put in $2.31 for every $1.00 the employer contributed; active participation has grown from 11,000 to 12,141 since 2022.

Plan summary
Net assets, end of year$127,665,407
Participants with balances3,976
Active participants12,141
Employer contributions$3,950,415
Employee contributions$9,124,587
Employer contribution per active participant$325
Average account balance$32,109
Benefits paid to participants$12,531,264
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$127.7M · 3,976 accts · $4.0M emplr
2023$111.2M · 3,836 accts · $3.3M emplr
2022$90.7M · 4,090 accts · $3.2M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$366,986
Investment management$56,006
Audit (IQPA)$26,000
Total administrative$453,015
The Tvi, Inc. 401(k) match · 2024
Employer contribution per active participant$325
Median for plans this size$3,635
2024$325 per active participant
2023$334 per active participant
2022$288 per active participant

Tvi, Inc.'s 2024 employer contribution ran below the $3,635 median for plans its size, in the bottom 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 · 20244
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processing$366,986
HIGHLAND CAPITAL ADVISORS · Investment advisory (plan)$56,006
CLARK NUBER · Accounting / audit$26,000
WEALTH MANAGEMENT SYSTEMS INC · Other servicesindirect 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$453,015 · 0.38%
2023$396,478 · 0.39%
2022$406,106 · 0.40%
Same employer
Similar plansRetail Trade · Washington
Starbucks Corporation WA$4.9B · 0.08%
Nordstrom, Inc. WA$4.3B · 0.27%
Getty Images, Inc. WA$310.4M · 0.06%
Gee Automotive Holdings, LLC WA$110.0M · 0.41%
Zones, Inc. WA$109.1M · 0.11%
Yoke's Foods, Inc. WA$95.9M · 0.00%
Rosauers Supermarkets, Inc. WA$84.3M · 0.21%

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Source: U.S. Department of Labor, Form 5500 series, EIN 911255756 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.