Plan Snapshot
- Plan Sponsor: Aya Healthcare Services, INC.
- Sponsor EIN: 271276573
- Sponsor Address: 5930 CORNERSTONE CT. W. #300, SAN DIEGO, CA, 92121
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 63,406
- Total Assets: $583.0M
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. |
|---|---|---|---|---|
| 2025 | 63,406 | $583.0M | $0 | $0 |
| 2024 | 50,667 | $443.0M | $31.5M | $77.0M |
| 2023 | 50,326 | $326.4M | $33.0M | $87.1M |
| 2022 | 47,042 | $173.4M | $21.5M | $71.0M |
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 |
|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE CO. | Recordkeeper | $1,183,071 | — | $1,183,071 |
| EMPOWER ADVISORY GROUP, LLC | Investment Advisor | $553,794 | — | $553,794 |
| SAN DIEGO PENSION CONSULTANTS | Recordkeeper | $248,192 | — | $248,192 |
| WEALTHSPIRE RETIREMENT | Other Service Provider | $120,875 | — | $120,875 |
| CAMBRIDGE INVESTMENT GROUP | Other Service Provider | $50,000 | — | $50,000 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $2,155,932
- Estimated Expense Ratio: 0.370% 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 |
|---|---|---|---|---|---|
| 2025 | $65,827,865 | — | $478,877 | — | — |
| 2024 | $2,185,116 | — | $440,782 | — | — |
| 2023 | $1,453,543 | — | $295,760 | — | — |
| 2022 | $748,897 | $682,227 | $66,670 | — | — |