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

> Novelle Health, LLC's 401(k) plan: 288 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

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

- **Sponsor EIN:** 814686656

- **Sponsor Address:** 720 BROOKER CREEK BLVD, OLDSMAR, FL, 34677

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

- **Total Participants:** 288

- **Total Assets:** $29.4M

## 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|288|$29.4M|$703,940|$1.8M|

| 2023|296|$25.3M|$779,944|$1.8M|

| 2022|287|$20.4M|$698,156|$1.7M|

## 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|

| PDR CPA'S + ADVISORS|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [PDR CPA'S + ADVISORS](https://planprovider.pro/provider/pdr-cpas-advisors) — 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|$95,148|$46,169|$9,483|—|—|

| 2023|$89,628|$42,398|$7,051|—|—|

| 2022|$82,140|$41,843|$40,297|—|—|

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