Employers › Avaya › plan 004
Recordkeeping fees per participant · Avaya Savings Plan · plan year 2024
$19.64
Higher than 18% of the 5,847 plans $50 to 250M that report it.
= $16,337 / 832
Schedule H, line 2i(3); OTH_RECORDKEEPING_FEES_AMT pos 160; filing 20251009102647NAL0006823265001, received 2025-10-09
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251009102647NAL0006823265001, received 2025-10-09
Percentiles compare this plan with the Schedule H plans $50 to 250M in assets of the same plan year, excluding final filings; shown only where at least 50 comparable plans report the figure. Plan year 2024-01-01 to 2024-12-31, filing received 2025-10-09.
Administrative expenses excluding investment management, per participant
$73.05
Higher than 37% of the 8,758 plans $50 to 250M that report it.
= $60,775 / 832
derived, admin_expenses (2i(12)) minus invst_mgmt_fees (2i(5)), floored at 0; filing 20251009102647NAL0006823265001, received 2025-10-09
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251009102647NAL0006823265001, received 2025-10-09
Administrative expenses per participant
$187.71
Higher than 68% of the 9,042 plans $50 to 250M that report it.
= $156,174 / 832
Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20251009102647NAL0006823265001, received 2025-10-09
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251009102647NAL0006823265001, received 2025-10-09
Administrative expenses as a share of assets
0.094%
Higher than 35% of the 9,049 plans $50 to 250M that report it.
= $156,174 / $166,820,035
Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20251009102647NAL0006823265001, received 2025-10-09
assets_eoy: Schedule H, Part I line 1f col (b); TOT_ASSETS_EOY_AMT pos 61; filing 20251009102647NAL0006823265001, received 2025-10-09
Employer contributions per participant
$754
Higher than 7% of the 9,105 plans $50 to 250M that report it.
= $626,996 / 832
Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20251009102647NAL0006823265001, received 2025-10-09
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251009102647NAL0006823265001, received 2025-10-09
Employer share of total contributions
25.3%
Higher than 36% of the 9,112 plans $50 to 250M that report it.
= $626,996 / $2,482,781
Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20251009102647NAL0006823265001, received 2025-10-09
total_contrib: Schedule H, line 2a(3); TOT_CONTRIB_AMT pos 72; filing 20251009102647NAL0006823265001, received 2025-10-09
98.9% of this plan's assets are held in a master trust. Costs reported at the trust level and allocated by the plan's share: administrative expenses $0 ($187.71 per participant including the plan's own Schedule H). Benchmarks and percentiles use the plan's own Schedule H only.
2E profit-sharing · 2F ERISA 404(c) plan · 2G fully participant-directed · 2J 401(k) feature · 2K 401(m) arrangement · 2T default investment (QDIA) · 2R participant brokerage window · Form 5500, line 8a; TYPE_PENSION_BNFT_CODE pos 81; filing 20251009102647NAL0006823265001, received 2025-10-09
| Field | Value | Source |
|---|---|---|
| Plan sponsor | AVAYA INC. | Form 5500, Part II line 2a; SPONSOR_DFE_NAME pos 19; filing 20251009102647NAL0006823265001, received 2025-10-09 |
| Plan name | AVAYA SAVINGS PLAN | Form 5500, line 1a; PLAN_NAME pos 16; filing 20251009102647NAL0006823265001, received 2025-10-09 |
| Sponsor EIN / plan number | 22-3713430 / 004 | Form 5500, line 2b; SPONS_DFE_EIN pos 44; filing 20251009102647NAL0006823265001, received 2025-10-09 |
| Plan type | single-employer | Form 5500, Part I line A; TYPE_PLAN_ENTITY_CD pos 4; filing 20251009102647NAL0006823265001, received 2025-10-09 |
| Sponsor location | MORRISTOWN, NJ | Form 5500, line 2a; SPONS_DFE_MAIL_US_STATE pos 25; filing 20251009102647NAL0006823265001, received 2025-10-09 |
| Industry (business code) | 517000, Information | Form 5500, line 2d; BUSINESS_CODE pos 46; filing 20251009102647NAL0006823265001, received 2025-10-09 |
| Plan year | 2024-01-01 to 2024-12-31 | Form 5500, Part I plan year; FORM_PLAN_YEAR_BEGIN_DATE pos 2; filing 20251009102647NAL0006823265001, received 2025-10-09 |
| Filing received | 2025-10-09 | Form 5500, EFAST2 receipt date; DATE_RECEIVED pos 102; filing 20251009102647NAL0006823265001, received 2025-10-09 |
| Final filing | no | Form 5500, Part I line B; FINAL_FILING_IND pos 8; filing 20251009102647NAL0006823265001, received 2025-10-09 |
| Amended filing | no | Form 5500, Part I line B; AMENDED_IND pos 7; filing 20251009102647NAL0006823265001, received 2025-10-09 |
| Participants, beginning of year | 897 | Form 5500, line 5; TOT_PARTCP_BOY_CNT pos 71; filing 20251009102647NAL0006823265001, received 2025-10-09 |
| Active participants | 282 | Form 5500, line 6a(2); TOT_ACTIVE_PARTCP_CNT pos 72; filing 20251009102647NAL0006823265001, received 2025-10-09 |
| Participants, end of year | 915 | Form 5500, line 6f; TOT_ACT_RTD_SEP_BENEF_CNT pos 77; filing 20251009102647NAL0006823265001, received 2025-10-09 |
| Participants with an account balance | 832 | Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251009102647NAL0006823265001, received 2025-10-09 |
| Total assets, beginning of year | $160,763,565 | Schedule H, Part I line 1f col (a); TOT_ASSETS_BOY_AMT pos 30; filing 20251009102647NAL0006823265001, received 2025-10-09 |
| Total assets, end of year | $166,820,035 | Schedule H, Part I line 1f col (b); TOT_ASSETS_EOY_AMT pos 61; filing 20251009102647NAL0006823265001, received 2025-10-09 |
| Net assets, end of year | $166,820,035 | Schedule H, line 1l col (b); NET_ASSETS_EOY_AMT pos 67; filing 20251009102647NAL0006823265001, received 2025-10-09 |
| Total income | $24,690,885 | Schedule H, Part II line 2d; TOT_INCOME_AMT pos 97; filing 20251009102647NAL0006823265001, received 2025-10-09 |
| Net income | $6,056,470 | Schedule H, line 2k; NET_INCOME_AMT pos 111; filing 20251009102647NAL0006823265001, received 2025-10-09 |
| Employer contributions | $626,996 | Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20251009102647NAL0006823265001, received 2025-10-09 |
| Participant contributions | $1,855,785 | Schedule H, line 2a(1)(B); PARTICIPANT_CONTRIB_AMT pos 69; filing 20251009102647NAL0006823265001, received 2025-10-09 |
| Other contributions (incl. rollovers) | $0 | Schedule H, line 2a(1)(C); OTH_CONTRIB_RCVD_AMT pos 70; filing 20251009102647NAL0006823265001, received 2025-10-09 |
| Total contributions | $2,482,781 | Schedule H, line 2a(3); TOT_CONTRIB_AMT pos 72; filing 20251009102647NAL0006823265001, received 2025-10-09 |
| Benefit payments | $18,478,241 | Schedule H, line 2e(4); TOT_DISTRIB_BNFT_AMT pos 101; filing 20251009102647NAL0006823265001, received 2025-10-09 |
| Total expenses (incl. benefit payments) | $18,634,415 | Schedule H, line 2j; TOT_EXPENSES_AMT pos 110; filing 20251009102647NAL0006823265001, received 2025-10-09 |
| Total administrative expenses | $156,174 | Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20251009102647NAL0006823265001, received 2025-10-09 |
| Contract administrator fees | $0 | Schedule H, line 2i(2); CONTRACT_ADMIN_FEES_AMT pos 106; filing 20251009102647NAL0006823265001, received 2025-10-09 |
| Recordkeeping fees | $16,337 | Schedule H, line 2i(3); OTH_RECORDKEEPING_FEES_AMT pos 160; filing 20251009102647NAL0006823265001, received 2025-10-09 |
| IQPA audit fees | $26,232 | Schedule H, line 2i(4); IQPA_AUDIT_FEES_AMT pos 161; filing 20251009102647NAL0006823265001, received 2025-10-09 |
| Investment advisory and management fees | $95,399 | Schedule H, line 2i(5); INVST_MGMT_FEES_AMT pos 107; filing 20251009102647NAL0006823265001, received 2025-10-09 |
| Administrative expenses excluding investment management | $60,775 | derived, admin_expenses (2i(12)) minus invst_mgmt_fees (2i(5)), floored at 0; filing 20251009102647NAL0006823265001, received 2025-10-09 |
| Held in master trusts | $164,943,856 | Schedule H, line 1c(11) col (b); INT_MASTER_TR_EOY_AMT pos 53; filing 20251009102647NAL0006823265001, received 2025-10-09 |
| Held in common/collective trusts | $0 | Schedule H, line 1c(9) col (b); INT_COMMON_TR_EOY_AMT pos 51; filing 20251009102647NAL0006823265001, received 2025-10-09 |
| Held in mutual funds | $0 | Schedule H, line 1c(13) col (b); INT_REG_INVST_CO_EOY_AMT pos 55; filing 20251009102647NAL0006823265001, received 2025-10-09 |
| Independent auditor | CROWE LLP | Schedule H, Part III line 3a; ACCOUNTANT_FIRM_NAME pos 116; filing 20251009102647NAL0006823265001, received 2025-10-09 |
Position = column in the DOL layout for form year 2024. Filing 20251009102647NAL0006823265001, received 2025-10-09.
| Provider | Relationship | Service codes | Direct compensation | Indirect |
|---|---|---|---|---|
| STRATEGIC ADVISORS, INC. | ADVISOR | 27 Investment advisory (plan) | $95,399 | no |
| CROWE HORWATH LLP | ACCOUNTANT/AUDITOR | 10 Accounting (including auditing) | $26,232 | no |
| FIDELITY INVESTMENTS INSTITUTIONALrecordkeeper | RECORDKEEPER | 37 Participant loan processing; 64 Recordkeeping fees; 65 Account maintenance fees; 71 Securities brokerage commissions and fees | $16,534 | no |
| SAGEVIEW ADVISORY GROUP LLC | CONSULTANT | 16 Consulting (general) | $11,884 | no |
| KING & SPALDING LLP | ATTORNEY/LEGAL | 29 Legal | $6,323 | no |
Schedule C Part I line 2: name (a), service codes (b), relationship (c), direct compensation paid by the plan (d), indirect compensation received (e). Filing 20251009102647NAL0006823265001, received 2025-10-09.
AVAYA INC. MASTER TRUST (EIN 043528515, PN 101): plan interest $164,943,856, 10.5% of the trust. The trust's own filing (20251009103841NAL0003502691001, received 2025-10-09) reports net assets $1,565,409,845, administrative expenses $0, recordkeeping fees $0, investment management fees $0 and 1 Schedule C providers.
| Provider (trust level) | Service codes | Paid by the trust | Allocated to this plan |
|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONALrecordkeeper | 60 | $0 | $0 |
Schedule D Part I of the plan's filing; the trust's Schedule H and Schedule C. Allocation = the plan's interest divided by the trust's net assets.
| Figure | 2023 | 2024 | Change |
|---|---|---|---|
| Total assets | $160,763,565 | $166,820,035 | 3.8% |
| Participants with a balance | 889 | 832 | -6.4% |
| Administrative expenses | $177,752 | $156,174 | -12.1% |
| Recordkeeping fees per participant | $39.94 | $19.64 | -50.8% |
| Employer contributions | $678,651 | $626,996 | -7.6% |
Prior filing 20241010135913NAL0021133249001, received 2024-10-10; the plan years are contiguous.