Plan Snapshot
- Plan Sponsor: Avamere Health Services, LLC
- Sponsor EIN: 208027608
- Sponsor Address: 25117 SW PARKWAY AVE SUITE B, WILSONVILLE, OR, 97070
- Plan Type: 401(k)
- Total Participants: 8,933
- Total Assets: $32.3M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- 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 | 8,933 | $32.3M | $440,241 | $5.1M |
| 2023 | 7,651 | $42.4M | $469,473 | $5.6M |
| 2022 | 5,213 | $34.8M | $468,739 | $5.4M |
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 |
|---|---|---|---|---|
| BAKER TILLY, US, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- BAKER TILLY, US, 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 | $203,093 | $203,093 | — | — | — |
| 2023 | $309,317 | — | $309,317 | — | — |
| 2022 | $371,633 | — | $371,633 | — | — |