# Clover Health, LLC 401(k) Plan
Source: https://planprovider.pro/companies/clover-health-llc-401k-plan

> Clover Health, LLC's 401(k) plan: 469 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Clover Health, LLC

- **Sponsor EIN:** 383889370

- **Sponsor Address:** 22 4TH STREET, 5TH FLOOR, SAN FRANCISCO, CA, 94103

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

- **Total Participants:** 469

- **Total Assets:** $40.5M

## 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|469|$40.5M|$1.9M|$4.6M|

| 2023|481|$32.9M|$1.7M|$4.8M|

| 2022|562|$23.5M|$1.6M|$4.3M|

## 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|

| TRANSAMERICA RETIREMENT SOLUTIONS|RECORDKEEPER|$84,447|—|$84,447|

| SENSIBA LLP|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [TRANSAMERICA RETIREMENT SOLUTIONS](https://planprovider.pro/provider/transamerica) — RECORDKEEPER

- [SENSIBA LLP](https://planprovider.pro/provider/sensiba-llp) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $84,447

- **Estimated Expense Ratio:** 0.208% 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|$84,447|—|—|—|—|

| 2023|$74,460|—|—|—|—|

| 2022|$57,039|—|—|—|—|

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