# Devoted Health, INC. 401(k) Plan
Source: https://planprovider.pro/companies/devoted-health-inc-plan-001

> Devoted Health, INC.'s 401(k) plan: 2,593 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Devoted Health, INC.

- **Sponsor EIN:** 821023772

- **Sponsor Address:** 221 CRESCENT STREET SUITE 202, WALTHAM, MA, 02453

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

- **Total Participants:** 2,593

- **Total Assets:** $66.3M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **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|2,593|$66.3M|$899,343|$14.6M|

| 2023|2,232|$42.7M|$0|$11.3M|

| 2022|1,891|$24.0M|$0|$7.9M|

## 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|

| FIDELITY WORKPLACE SERVICES, LLC|PLAN ADMINISTRATOR|$18,545|—|$18,545|

| STRATEGIC ADVISORS, INC.|ADVISOR|$9,063|—|$9,063|

| APRIO LLP|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [STRATEGIC ADVISORS, INC.](https://planprovider.pro/provider/creative-planning) — ADVISOR

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

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $27,608

- **Estimated Expense Ratio:** 0.042% 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|$27,607|$9,063|$8,036|—|—|

| 2023|$16,510|$554|$3,416|—|—|

| 2022|$13,380|—|—|—|—|

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