Plan Snapshot
- Plan Sponsor: Diversus Health, INC.
- Sponsor EIN: 421600485
- Sponsor Address: 1605 MAIN STREET, SARASOTA, FL, 34236
- Plan Type: 401(k)
- Total Participants: 373
- Total Assets: $25.1M
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 | 373 | $25.1M | $817,496 | $1.5M |
| 2023 | 398 | $22.3M | $805,551 | $1.4M |
| 2022 | 400 | $20.2M | $763,613 | $1.4M |
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 |
|---|---|---|---|---|
| FORVIS MAZARS, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FORVIS MAZARS, LLP — Auditor
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 | $124,064 | $42,490 | $81,574 | — | — |
| 2023 | $113,022 | $42,485 | $70,537 | — | — |
| 2022 | $108,467 | $36,864 | $71,603 | — | — |