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

> Tivity Health, INC.'s 401(k) plan: 471 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/fidelity-investments) — RECORDKEEPER

- [STRATEGIC ADVISORS, INC.](https://planprovider.pro/provider/creative-planning) — ADVISOR

- [BASSBERRYSIMS](https://planprovider.pro/provider/bass-berry-and-sims-plc) — ATTORNEY/LEGAL

- [LBMC, PC](https://planprovider.pro/provider/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|—|—|—|

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