Alivia Health Management retirement plan: assets, participants and fees
What Alivia Health Management's retirement plan plan says about matching contributions
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Recordkeeper | Benefit Plans Admin Services, Inc. | Schedule C ↗ |
| Independent auditor | Kevane Grant Thornton LLP (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | Profit-sharing · Active | Form 5500 ↗ |
| Late participant contributions | Reported on the filing | Schedule H ↗ |
How the plan compares
Plan year 2024 medians for 502 defined-contribution plans in retail trade with 500 to 999 participants.
| Alivia Health Management: employer contribution per participant | $505 | |
| Peer median | $928 |
| Alivia Health Management: average balance | $5,257 | |
| Peer median | $40,685 |
| Alivia Health Management: admin expenses ÷ assets | 1.25% | |
| Peer median | 0.37% |
Admin expenses are the plan's reported administrative expenses divided by its assets; they do not include fund expense ratios.
Plan history
Plan assets went from $257K at the end of plan year 2021 to $4.2M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 806 | $4.2M | $402K | $505 | 1.25% | Not published | Form 5500 ↗ |
| 2023 | 686 | $2.5M | $310K | $462 | 1.23% | Not published | Form 5500 ↗ |
| 2022 | 550 | $1.2M | $243K | $461 | 1.11% | Not published | Form 5500 ↗ |
| 2021 | 488 | $257K | $70K | $156 | 0.35% | Not published | Form 5500 ↗ |
Common questions
Does Alivia Health Management match 401(k) contributions?
The match terms for the Alivia Health Investment & Retirement Plan have not been published from its filing yet. The plan year 2024 filing reports $402K in employer contributions, about $505 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Alivia Health Management 401(k) match vested?
The vesting schedule for the Alivia Health Investment & Retirement Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Alivia Health Management 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Benefit Plans Admin Services, Inc.. The plan administrator is Alivia Health Management, LLC.
I left Alivia Health Management. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Alivia Health Management, LLC, (787) 620-9600) or the recordkeeper, Benefit Plans Admin Services, Inc.. The Alivia Health Management old 401(k) page lists the contacts from every plan filing. Find an old Alivia Health Management 401(k)
Data from the public Form 5500 annual reports Alivia Health Management filed with the U.S. Department of Labor (plan years 2021 and 2022 and 2023 and 2024) and, where noted, the attached independent auditor's report. Plan terms may have changed since the filing; check your current Summary Plan Description. PlanFacts is not affiliated with Alivia Health Management. Not financial advice. Report a correction · Methodology