Plan Snapshot
- Plan Sponsor: Avita Health System
- Sponsor EIN: 274385692
- Sponsor Address: 269 PORTLAND WAY SOUTH, GALION, OH, 44833
- Plan Type: 403(b)
- Total Participants: 2,200
- Total Assets: $104.6M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: Yes
- 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 | 2,200 | $104.6M | $4.4M | $7.1M |
| 2023 | 2,178 | $88.2M | $3.9M | $6.6M |
| 2022 | 2,091 | $70.4M | $3.9M | $5.7M |
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 |
|---|---|---|---|---|
| PLANTE MORAN PLLC | 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 | $112,489 | $82,856 | $29,633 | — | — |
| 2023 | $90,523 | $76,666 | $13,857 | — | — |
| 2022 | $89,913 | $75,905 | $14,008 | — | — |