# Aiv, L.P. 401(k) Plan
Source: https://planprovider.pro/companies/aiv-l-p-401k-plan

> Aiv, L.P.'s 401(k) plan: 288 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Aiv, L.P.

- **Sponsor EIN:** 760325317

- **Sponsor Address:** 22806 NORTHWEST LAKE DRIVE, HOUSTON, TX, 77095

- **Plan Type:** 401(k)

- **Total Participants:** 288

- **Total Assets:** $33.7M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** Yes

- **Participant Loans:** No

- **Participant-Directed Investments:** Yes

- **ERISA Section 404(c) Fiduciary Safe Harbor:** Yes

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|288|$33.7M|$1.1M|$1.3M|

| 2023|268|$27.6M|$901,288|$1.1M|

| 2022|239|$22.1M|$917,458|$1.2M|

## Service Providers (Schedule C)

Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).

| Provider Name|
Role|
Direct Compensation|
Indirect Compensation|
Total Fees|

| RAYMOND JAMES INSURANCE GROUP INC|ADVISOR|$44,699|—|$44,699|

| JOHN HANCOCK LIFE INSURANCE COMPANY|RECORDKEEPER|$43,252|—|$43,252|

| NOVA 401 (K) ASSOCIATES|THIRD PARTY ADMINISTRATOR|$13,969|—|$13,969|

| HARPER & PEARSON COMPANY P.C.|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [JOHN HANCOCK LIFE INSURANCE COMPANY](https://planprovider.pro/provider/john-hancock) — RECORDKEEPER

- [HARPER & PEARSON COMPANY P.C.](https://planprovider.pro/provider/harper-and-pearson-company-pc) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $101,920

- **Estimated Expense Ratio:** 0.302% of plan assets

### Historical Administrative Expenses

Breakdown of administrative expense categories reported on Form 5500 filings.

| Year|
Total Admin Expenses|
Investment Mgmt Fees|
Contract Admin Fees|
IQPA Audit Fees|
Professional Fees|

| 2024|$118,976|—|$118,976|—|—|

| 2023|$97,536|—|$97,536|—|—|

| 2022|$107,689|—|$107,689|—|—|

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