Plan Snapshot
- Plan Sponsor: Apella Health Management, INC.
- Sponsor EIN: 814193950
- Sponsor Address: 700 NORTH PINE STREET, SPARTANBURG, SC, 29303
- Plan Type: 401(k)
- Total Participants: 7,010
- Total Assets: $167.6M
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 | 7,010 | $167.6M | $10.7M | $25.9M |
| 2023 | 6,429 | $126.6M | $9.4M | $22.0M |
| 2022 | 5,635 | $87.4M | $7.7M | $18.2M |
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 |
|---|---|---|---|---|
| FORVIS MAZARS, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FORVIS MAZARS, LLP — Auditor
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 | $667,110 | $98,781 | $1,500 | — | — |
| 2023 | $535,050 | $61,534 | — | — | — |
| 2022 | $449,578 | $16,770 | — | — | — |