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Original filing (PDF)20251014145630NAL0006527026001
COTIVITI INTERMEDIATE HOLDING CORP.
Form 5500
FILING_RECEIVED
COTIVITI SAVINGS PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
4,946
Accounts w/ balance
4,980
Plan assets (EOY)
$448.3M
Net assets (EOY)
$448.3M
How this plan invests
This plan
14 pooled trusts
Schedule D
27 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
98
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
100
Total plan cost
100
Vendor stack
80
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for COTIVITI INTERMEDIATE HOLDING CORP..
Plan sponsor
Name
COTIVITI INTERMEDIATE HOLDING CORP.
EIN
81-2545074
Address
10701 SOUTH RIVER FRONT PARKWAY, UN · SOUTH JORDAN, UT · 84095
Phone
(801) 871-1171
Industry
All Other Professional Services· Professional & Technical Servicessee 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
2025-10-14
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
MOORE COLSON & CO, PC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsOther
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY O | 84-0467907 | — | NONE | $237K | — |
| EMPOWER ADVISORY GROUP, LLC | 84-1532243 | — | NONE | $203K | — |
Investments
13 direct securities · 14 pooled funds· $448.5M(100% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
Common Collective Trust
$236.9M
14 holdings
Uncategorized
$211.6M
13 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard Institutional Index Fund Registered Investment Company | — | — | — | $62.5M | 13.9% | |
| Fidelity Large Cap Growth Index Registered Investment Company | — | — | — | $40.8M | 9.1% | |
| THE VANGUARD TARGET RETIRE 2045 TRU VANGUARD FIDUCIARY TRUST CO · EIN 90-6083972 / PN 001 | Common Collective Trust | — | — | $36.2M | 8.1% | |
| THE VANGUARD TARGET RETIRE 2050 TRU VANGUARD FIDUCIARY TRUST CO · EIN 90-6083970 / PN 001 | Common Collective Trust | — | — | $35.7M | 8.0% | |
| THE VANGUARD TARGET RETIRE 2035 TRU VANGUARD FIDUCIARY TRUST CO · EIN 90-6083976 / PN 001 | Common Collective Trust | — | — | $34.8M | 7.8% | |
| THE VANGUARD TARGET RETIRE 2040 TRU VANGUARD FIDUCIARY TRUST CO · EIN 90-6083974 / PN 001 | Common Collective Trust | — | — | $33.1M | 7.4% | |
| THE VANGUARD TARGET RETIRE 2030 TRU VANGUARD FIDUCIARY TRUST CO · EIN 90-6083978 / PN 001 | Common Collective Trust | — | — | $29.0M | 6.5% | |
| Fidelity Mid Cap Index Registered Investment Company | — | — | — | $24.3M | 5.4% | |
| VANGUARD RETIREMENT SAVINGS TRUST I VANGUARD FIDUCIARY TRUST CO · EIN 23-2186884 / PN 025 | Common Collective Trust | — | — | $18.5M | 4.1% | |
| THE VANGUARD TARGET RETIRE 2055 TRU VANGUARD FIDUCIARY TRUST CO · EIN 27-6715091 / PN 001 | Common Collective Trust | — | — | $17.9M | 4.0% | |
| Fidelity Small Cap Index Registered Investment Company | — | — | — | $17.3M | 3.9% | |
| THE VANGUARD TARGET RETIRE 2025 TRU VANGUARD FIDUCIARY TRUST CO · EIN 90-6083980 / PN 001 | Common Collective Trust | — | — | $17.0M | 3.8% | |
| Vanguard Total Intl Stock Index Inst Registered Investment Company | — | — | — | $13.9M | 3.1% | |
| Vanguard Total Bond Market Index Inst Registered Investment Company | — | — | — | $12.9M | 2.9% | |
| MFS Value R6 Registered Investment Company | — | — | — | $10.8M | 2.4% | |
| Hartford International Opportunities R6 Registered Investment Company | — | — | — | $9.7M | 2.2% | |
| PGIM Total Return Bond R6 Registered Investment Company | — | — | — | $8.6M | 1.9% | |
| Participant Loans Interest Rates of 4.25% to 9.50% -0- | — | — | — | $6.6M | 1.5% | |
| THE VANGUARD TARGET RETIRE 2060 TRU VANGUARD FIDUCIARY TRUST CO · EIN 45-3799419 / PN 001 | Common Collective Trust | — | — | $5.4M | 1.2% | |
| THE VANGUARD TARGET RETIRE 2020 TRU VANGUARD FIDUCIARY TRUST CO · EIN 90-6083982 / PN 001 | Common Collective Trust | — | — | $4.5M | 1.0% | |
| Principal Real Estate Securities R6 Registered Investment Company | — | — | — | $2.5M | 0.6% | |
| THE VANGUARD TARGET RETIRE INCM TRU VANGUARD FIDUCIARY TRUST CO · EIN 90-6083967 / PN 001 | Common Collective Trust | — | — | $1.9M | 0.4% | |
| THE VANGUARD TARGET RETIRE 2065 TRU VANGUARD FIDUCIARY TRUST CO · EIN 82-6194314 / PN 001 | Common Collective Trust | — | — | $1.9M | 0.4% | |
| Self-Directed Brokerage Accounts - * Empower SDB/SDB Roth Self-Directed Brokerage Accounts | — | — | — | $1.6M | 0.4% | |
| THE VANGUARD TARGET RETIRE 2070 TRU VANGUARD FIDUCIARY TRUST CO · EIN 64-6546416 / PN 454 | Common Collective Trust | — | — | $665K | 0.1% | |
| TARGET RETIREMENT INCM AND GRWTH TR VANGUARD FIDUCIARY TRUST CO · EIN 87-6420194 / PN 001 | Common Collective Trust | — | — | $278K | <0.1% | |
| Money Market Fund - Dreyfus Government Cash Management Instl Money Market Fund | — | — | — | $54K | <0.1% |
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