Sevita 401(K) Plan — Form 5500 plan (National Mentor Holdings, LLC)
Plain-English plan 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, Sevita 401(K) Plan is a benefit plan reported by National Mentor Holdings, LLC under EIN 04-3250732 and plan number 001. The latest loaded filing year is 2023. The filing reports 28,564 participants and $315,613,478 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- National Mentor Holdings, LLC
- EIN
- 04-3250732
- Plan number
- 001
- Plan type
- 2
- Location
- Boston, MA
- Latest filing year
- 2023
- Participants
- 28,564
- End-of-year plan assets
- $315,613,478
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 28,564 | H, C | 20241010133147NAL0035812480001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $315,613,478
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $315,613,478
- Net assets (BOY)
- $266,615,552
Income & contributions
- Employer contributions
- $7,473,141
- Participant contributions
- $32,187,913
- Total contributions
- $42,674,480
- Total income / additions
- $88,233,438
Expenses & distributions
- Benefits paid
- $37,874,483
- Administrative expenses
- $846,057
- Total expenses
- $39,235,512
- Net increase / (decrease)
- $48,997,926
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $636,679 | $0 | 2023 |
| Strategic Advisors, Inc. | ADVISOR | $138,309 | not reported in the loaded dataset | 2023 |
| Capfinancial Partners LLC | CONSULTANT | $48,215 | not reported in the loaded dataset | 2023 |
| Forvis Mazars, Llp | ACCOUNTANT/AUDITOR | $28,080 | not reported in the loaded dataset | 2023 |
| Harter Secrest & Emery Llp | ATTORNEY/LEGAL | $22,854 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for National Mentor Holdings, LLC
- 2023 Form 5500 filing
- Form 5500 filings in MA
- 401(k) and benefit plan filings in Boston, MA
- Fidelity Investments Institutional — Schedule C compensation
- Strategic Advisors, Inc. — Schedule C compensation
- Capfinancial Partners LLC — Schedule C compensation
- Forvis Mazars, Llp — Schedule C compensation
- Harter Secrest & Emery Llp — Schedule C compensation