# Relevate Health Management, LLC. 401(k) Plan
Source: https://planprovider.pro/companies/relevate-health-management-llc-401k-plan

> Relevate Health Management, LLC.'s 401(k) plan: 223 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Relevate Health Management, LLC.

- **Sponsor EIN:** 872676505

- **Sponsor Address:** 8044 MONTGOMERY ROAD, CINCINNATI, OH, 45236

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

- **Total Participants:** 223

- **Total Assets:** $24.9M

## 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|223|$24.9M|$697,498|$1.9M|

| 2023|207|$18.4M|$617,972|$1.8M|

| 2022|198|$15.9M|$446,455|$1.3M|

## 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|

| CLARK SCHAEFER HACKETT|Auditor|—|—|$0|

## 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|$71,613|$41,300|$105|—|—|

| 2023|$103,496|—|$103,496|—|—|

| 2022|$59,780|—|$59,780|—|—|

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