# Vivant Behavioral Holdings LLC DC Plan
Source: https://planprovider.pro/companies/vivant-behavioral-holdings-llc-plan

> Vivant Behavioral Holdings LLC's DC plan: 865 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Vivant Behavioral Holdings LLC

- **Sponsor EIN:** 871652067

- **Sponsor Address:** 2517 NORTH GREAT WESTERN DRIVE, PRESCOTT VALLEY, AZ, 86314

- **Plan Type:** DC

- **Total Participants:** 865

- **Total Assets:** $9.6M

## Key Plan Design Features

- **Auto-Enrollment:** No

- **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|865|$9.6M|$0|$1.2M|

| 2023|845|$9.1M|$600|$1.2M|

| 2022|1,081|$8.7M|$0|$1.4M|

## 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|

| EMPOWER ANNUITY INSURANCE COMPANY|RECORDKEEPER|$94,449|—|$94,449|

| NOVA 401(K) ASSOCIATES|CONTRACT ADMIN|$17,361|—|$17,361|

| GENEOS WEALTH MANAGEMENT INC.|INVESTMENT ADVISOR|$13,589|—|$13,589|

| METZ CPA, PLLC|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [METZ CPA, PLLC](https://planprovider.pro/provider/metz-cpa-pllc) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $125,399

- **Estimated Expense Ratio:** 1.312% 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|$126,564|$96,269|$30,295|—|—|

| 2023|$119,110|$91,042|—|—|—|

| 2022|$106,703|—|$106,703|—|—|

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