Plan Snapshot
- Plan Sponsor: Alivia Care, INC.
- Sponsor EIN: 844695341
- Sponsor Address: 4266 SUNBEAM ROAD, JACKSONVILLE, FL, 32257
- Plan Type: 403(b)
- Total Participants: 1,155
- Total Assets: $47.1M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: Yes
- Allows Roth Contributions: No
- 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 | 1,155 | $47.1M | $1.8M | $2.6M |
| 2023 | 1,192 | $42.5M | $1.8M | $2.4M |
| 2022 | 1,154 | $35.3M | $1.6M | $2.3M |
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 |
|---|---|---|---|---|
| FORVIS MAZARS, LLC | Auditor | $18,743 | — | $18,743 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FORVIS MAZARS, LLC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $18,743
- Estimated Expense Ratio: 0.040% 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 | $184,365 | $20,000 | — | $18,743 | — |
| 2023 | $159,867 | $20,000 | — | $17,350 | — |
| 2022 | $144,580 | — | — | — | $33,400 |