Plan Ledger DOL Form 5500 · updated monthly

Alivia Care, Inc.403(b)

ALIVIA CARE, INC. 403(B) RETIREMENT PLAN · JACKSONVILLE, FL · plan year 2024

Reported admin expense ratio · 2024
0.41%

Peer grade: C+ · admin costs + employer contributions vs same-size plans · how grading works

Alivia Care, Inc. reported $184,365 in plan administrative expenses for 2024: 0.41% of average plan assets, above the peer median. Employer contributions averaged $1,564 per active participant. This ratio covers administrative expenses reported on the plan's Schedule H only; fund-level expense ratios are not included in public structured data — see methodology.

Across the 2 years on file its reported administrative ratio rose from 0.36% to 0.41%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other health care & social assistance employers. By assets it is the 557th-largest of 3,644 plans among Florida employers on file, and the 1,968th of 11,911 in health care & social assistance. In 2024, employees put in $1.45 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$47,140,754
Participants with balances1,238
Active participants1,155
Employer contributions$1,806,393
Employee contributions$2,624,240
Employer contribution per active participant$1,564
Average account balance$38,078
Benefits paid to participants$5,960,252
Plan auditUnmodified (clean) audit opinion
AuditorFORVIS MAZARS, LLC
Plan history3
Yearassets · accounts · employer contribution
2024$47.1M · 1,238 accts · $1.8M emplr
2023$42.5M · 1,220 accts · $1.8M emplr
2022$35.3M · 1,212 accts · $1.6M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$145,622
Investment management$20,000
Audit (IQPA)$18,743
Total administrative$184,365
Employer contributions to the Alivia Care, Inc. plan · 2024
Employer contribution per active participant$1,564
Median for plans this size$2,416
2024$1,564 per active participant
2023$1,501 per active participant
2022$1,355 per active participant

Alivia Care, Inc.'s 2024 employer contribution ran below the $2,416 median for plans its size. Filings report dollars actually contributed, not the match formula; the formula itself (for example, 50% of the first 6% of pay) lives in the plan's summary plan description from HR.

What these fees cost you

Annual cost at the plan's reported 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20243
TRANSAMERICA RETIREMENT SOLUTIONS · Claims processing · Recordkeeping$144,926
ANDERSON FINANCIAL PARTNERS, INC. · Investment management$20,000
FORVIS · Accounting / audit$18,743

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Recordkeeper by year2
2024Transamerica
2023Transamerica

Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$184,365 · 0.41%
2023$159,867 · 0.41%
2022$144,580 · 0.36%
Same employer
Similar plansHealth Care & Social Assistance · Florida
Hba Health Systems, LLC FL$47.9M · 0.16%
Simedhealth, L.L.C. FL$45.7M · 0.12%

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Source: U.S. Department of Labor, Form 5500 series, EIN 844695341 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.