# Avertium, LLC 401(k) Plan
Source: https://planprovider.pro/companies/avertium-llc-401k-plan

> Avertium, LLC's 401(k) plan: 125 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Avertium, LLC

- **Sponsor EIN:** 262158097

- **Sponsor Address:** 222 SECOND AVENUE SOUTH, NASHVILLE, TN, 37201

- **Plan Type:** 401(k)

- **Total Participants:** 125

- **Total Assets:** $13.3M

## 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|125|$13.3M|$569,119|$1.1M|

| 2023|167|$11.3M|$696,934|$1.2M|

| 2022|225|$8.9M|$679,414|$1.3M|

## 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|

| PUGH CPAS|Auditor|—|—|$0|

## 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|$63,856|—|$11,840|—|—|

| 2023|$72,173|$25,345|$26,590|—|—|

| 2022|$55,707|—|$29,831|—|$25,876|

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