Plan Snapshot
- Plan Sponsor: Tivity Health, INC.
- Sponsor EIN: 621117144
- Sponsor Address: 4031 ASPEN GROVE DRIVE, FRANKLIN, TN, 37067
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 1,192
- Total Assets: $128.5M
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. |
|---|---|---|---|---|
| 2025 | 1,192 | $128.5M | $0 | $0 |
| 2024 | 471 | $118.7M | $1.2M | $4.1M |
| 2023 | 398 | $113.7M | $1.1M | $3.8M |
| 2022 | 439 | $100.4M | $927,716 | $3.3M |
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 |
|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | Recordkeeper | $51,740 | — | $51,740 |
| CAPFINANCIAL PARTNERS, LLC | Investment Advisor | $48,129 | — | $48,129 |
| STRATEGIC ADVISORS, INC. | Investment Advisor | $27,378 | — | $27,378 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $127,247
- Estimated Expense Ratio: 0.099% 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 |
|---|---|---|---|---|---|
| 2025 | $15,098,147 | $27,378 | $300 | — | — |
| 2024 | $128,319 | $89,948 | — | — | — |
| 2023 | $71,367 | $22,935 | $300 | — | — |
| 2022 | $135,626 | $25,825 | — | — | — |