2023 Form 5500 filing — Sevita 401(K) Plan
Plain-English filing summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20241010133147NAL0035812480001) for Sevita 401(K) Plan, reported by National Mentor Holdings, LLC under EIN 04-3250732 and plan number 001. It reports 28,564 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241010133147NAL0035812480001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- National Mentor Holdings, LLC
- EIN
- 04-3250732
- Plan number
- 001
- Location
- Boston, MA
- Participants
- 28,564
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $315,613,478
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $315,613,478
- Employer contributions
- $7,473,141
- Participant contributions
- $32,187,913
- Total income / additions
- $88,233,438
- Benefits paid
- $37,874,483
- Administrative expenses
- $846,057
- Total expenses
- $39,235,512
- Net increase / (decrease)
- $48,997,926
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $636,679 | $0 |
| Strategic Advisors, Inc. | ADVISOR | $138,309 | not reported in the loaded dataset |
| Capfinancial Partners LLC | CONSULTANT | $48,215 | not reported in the loaded dataset |
| Forvis Mazars, Llp | ACCOUNTANT/AUDITOR | $28,080 | not reported in the loaded dataset |
| Harter Secrest & Emery Llp | ATTORNEY/LEGAL | $22,854 | not reported in the loaded dataset |