Plan Snapshot
- Plan Sponsor: Tivity Health, INC.
- Sponsor EIN: 621117144
- Sponsor Address: 701 COOL SPRINGS BLVD, FRANKLIN, TN, 37067
- Plan Type: 401(k)
- Total Participants: 471
- Total Assets: $118.7M
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 | 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 |
|---|---|---|---|---|
| CAPFINANCIAL PARTNERS, LLC. | INVESTMENT ADVISOR | $63,108 | — | $63,108 |
| FIDELITY INVESTMENTS INSTITUTIONAL | RECORDKEEPER | $29,953 | — | $29,953 |
| STRATEGIC ADVISORS, INC. | ADVISOR | $26,840 | — | $26,840 |
| BASSBERRYSIMS | ATTORNEY/LEGAL | $8,417 | — | $8,417 |
| LBMC, PC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FIDELITY INVESTMENTS INSTITUTIONAL — RECORDKEEPER
- STRATEGIC ADVISORS, INC. — ADVISOR
- BASSBERRYSIMS — ATTORNEY/LEGAL
- LBMC, PC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $128,318
- Estimated Expense Ratio: 0.108% 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 | $128,319 | $89,948 | — | — | — |
| 2023 | $71,367 | $22,935 | $300 | — | — |
| 2022 | $135,626 | $25,825 | — | — | — |