Plan Snapshot
- Plan Sponsor: Aveanna Healthcare
- Sponsor EIN: 371864863
- Sponsor Address: 400 INTERSTATE NORTH PARKWAY, ATLANTA, GA, 303395047
- Plan Type: 401(k)
- Total Participants: 26,661
- Total Assets: $234.3M
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 | 26,661 | $234.3M | $6.6M | $26.5M |
| 2023 | 27,126 | $204.3M | $6.0M | $24.0M |
| 2022 | 28,359 | $166.8M | $6.0M | $23.4M |
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 |
|---|---|---|---|---|
| WARREN AVERETT | Auditor | $5,500 | — | $5,500 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- WARREN AVERETT — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $5,500
- Estimated Expense Ratio: 0.002% 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 | $813,413 | $70,000 | $737,913 | $5,500 | — |
| 2023 | $690,562 | $81,250 | $583,312 | $26,000 | — |
| 2022 | $693,366 | $32,750 | $652,116 | — | $8,500 |