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

> Diversus Health, INC.'s 401(k) plan: 373 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|

| PRINCIPAL LIFE INSURANCE COMPANY|CONTRACT ADMINISTRATOR|$81,574|—|$81,574|

| IMA ADVISORY SERVICES, INC.|INVESTMENT ADVISORY|$42,490|$10|$42,500|

| FORVIS MAZARS, LLP|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [IMA ADVISORY SERVICES, INC.](https://planprovider.pro/provider/ima-wealth) — INVESTMENT ADVISORY

- [FORVIS MAZARS, LLP](https://planprovider.pro/provider/forvis-mazars-llp) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $124,074

- **Estimated Expense Ratio:** 0.494% 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|$124,064|$42,490|$81,574|—|—|

| 2023|$113,022|$42,485|$70,537|—|—|

| 2022|$108,467|$36,864|$71,603|—|—|

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