Plan Snapshot
- Plan Sponsor: Apria Healthcare Group INC.
- Sponsor EIN: 330488566
- Sponsor Address: 26220 ENTERPRISE COURT, LAKE FOREST, CA, 92630
- Plan Type: 401(k)
- Total Participants: 0
- Total Assets: $0
Key Plan Design Features
- Auto-Enrollment: Yes
- 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 | 0 | $0 | $0 | $0 |
| 2023 | 0 | $349.8M | $31,872 | $20.6M |
| 2022 | 6,419 | $313.6M | $2.3M | $19.5M |
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 |
|---|---|---|---|---|
| STRATEGIC ADVISORS, INC. | ADVISOR | $330,858 | — | $330,858 |
| FIDELITY INVESTMENTS INSTITUTIONAL | RECORDKEEPER | $127,818 | — | $127,818 |
| VERUS | INVESTMENT ADVISOR | $27,546 | — | $27,546 |
| KBF CPAS LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- STRATEGIC ADVISORS, INC. — ADVISOR
- FIDELITY INVESTMENTS INSTITUTIONAL — RECORDKEEPER
- KBF CPAS LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $486,222
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 | — | — | — | — | — |
| 2023 | $243,111 | $179,202 | $600 | — | — |
| 2022 | $210,986 | $146,468 | — | — | — |