Plan Snapshot
- Plan Sponsor: Alita Care Holdings LLC
- Sponsor EIN: 473702085
- Sponsor Address: 19820 N. 7TH STREET, PHOENIX, AZ, 85024
- Plan Type: 401(k)
- Total Participants: 1,122
- Total Assets: $45.6M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 1,122 | $45.6M | $276,192 | $5.7M |
| 2023 | 1,214 | $40.3M | $946,040 | $5.4M |
| 2022 | 1,071 | $32.9M | $807,125 | $4.5M |
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 |
|---|---|---|---|---|
| BALDWIN MOFFITT BEHM LLP | Auditor | — | — | $0 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
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 | $230,898 | $79,931 | $150,967 | — | — |
| 2023 | $114,481 | $31,087 | $83,394 | — | — |
| 2022 | $53,377 | $36,173 | $17,204 | — | — |