# Alivia Health Management, LLC DC Plan
Source: https://planprovider.pro/companies/alivia-health-management-llc-plan

> Alivia Health Management, LLC's DC plan: 583 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Alivia Health Management, LLC

- **Sponsor EIN:** 660859095

- **Sponsor Address:** PO BOX 246, BAYAMON, PR, 00960

- **Plan Type:** DC

- **Plan Number:** 001

- **Total Participants:** 583

- **Total Assets:** $4.2M

## Key Plan Design Features

- **Auto-Enrollment:** No

- **Auto-Escalation:** No

- **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|583|$4.2M|$402,051|$1.0M|

| 2023|502|$2.5M|$310,365|$781,444|

| 2022|468|$1.2M|$242,806|$612,196|

## 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|

| BENEFIT PLANS ADMIN SERVICES, INC.|Recordkeeper|$23,393|—|$23,393|

| MASS MUTUAL|Other Service Provider|$13,649|—|$13,649|

| BPAS TRUST COMPANY OF PUERTO RICO|Recordkeeper|$5,118|—|$5,118|

### Verified Provider Profiles

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

- [BENEFIT PLANS ADMIN SERVICES, INC.](https://planprovider.pro/provider/bpas) — Recordkeeper

- [BPAS TRUST COMPANY OF PUERTO RICO](https://planprovider.pro/provider/bpas) — Recordkeeper

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $42,160

- **Estimated Expense Ratio:** 1.008% 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|$42,160|$3,412|$19,981|—|—|

| 2023|$22,846|$1,825|—|—|—|

| 2022|$7,841|$627|$7,214|—|—|

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