Back to filter
Original filing (PDF)20251008153904NAL0003399443001
RECOVIA, LLC
Form 5500-SF
FILING_RECEIVED
RECOVIA 401(K) RETIREMENT PLAN
401(k) retirement plan
Signals · 1
No auditor on file
Active participants
125
Accounts w/ balance
57
Plan assets (EOY)
$1.0M
Net assets (EOY)
$1.0M
Plan health score (directional)
72
/ 100
Grade B
Above-average plan
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
60
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
65
Knocking points off
- No independent qualified public accountant (IQPA) named.
- Only 46% as many balances as active participants — suggests many active employees aren't deferring.
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for RECOVIA, LLC.
Plan sponsor
Name
RECOVIA, LLC
EIN
47-3622195
Address
P.O. BOX 20216 · PHOENIX, AZ · 85036
Phone
(480) 712-4600
Industry
Health Care & Social Assistancesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-08
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
Service providers (Schedule C)
Small plans don't disclose service providersRelated plans
Similar-size Health Care & Social Assistance plans
GENESIS CLUB HOUSE, INC.
GENESIS CLUB HOUSE, INC. 401(K) PLAN
$1.0M · 12 participants
SYRACUSE RECOVERY SERVICES
SYRACUSE RECOVERY SERVICES 401K PLAN
$1.0M · 19 participants
ADVANCES IN MENTAL HEALTH AND ADDICTIONS TREATMENT, INC.
ADVANCES IN MENTAL HEALTH AND ADDICTIONS TREATMENT, INC. CASH BALANCE PLAN
$1.0M · 15 participants
ZONA SECA, INC.
ZONA SECA, INC. ERISA 403(B) TAX DEFERRED ANNUITY PLAN
$1.0M · 12 participants
CENTRAL EAST ALCOHOLISM AND DRUG COUNCIL SYSTEM
CENTRAL EAST ALCOHOLISM AND DRUG COUNCIL SYSTEM EMPLOYEES PENSION PLAN
$1.0M · 76 participants
MCKINLEY HALL, INC.
MCKINLEY HALL, INC. 401(K) PLAN
$1.0M · 50 participants
Large plans in Arizona
BECHTEL GLOBAL CORPORATION
BECHTEL TRUST & THRIFT PLAN
$6.1B · 8,546 participants
BECHTEL GLOBAL CORPORATION
MASTER TRUST FOR CERTAIN TAX-QUALIFIED BECHTEL RETIREMENT PLANS
$6.0B
BANNER HEALTH
BANNER HEALTH EMPLOYEES 401(K) PLAN
$4.9B · 56,849 participants
TEAMSTERS WESTERN REGION AND NEW JERSEY HEALTH CARE FUND
TEAMSTERS WESTERN REGION AND NEW JERSEY HEALTH CARE FUND RETIREE PLAN
$3.3B
PINNACLE WEST CAPITAL CORPORATION
PINNACLE WEST CAPITAL CORPORATION RETIREMENT PLAN
$3.1B · 6,307 participants
SALT RIVER VALLEY WATER USERS ASSOCIATION
SALT RIVER PROJECT EMPLOYEES' RETIREMENT PLAN
$2.9B · 5,246 participants