Original filing (PDF)20250507114903NAL0006936211001

APTIVA HEALTH, LLC

Name: APTIVA HEALTH, LLC — APTIVA HEALTH, LLC 401(K) PLAN, Form 5500 (2024)
Creator: APTIVA HEALTH, LLC

Form 5500-SF

FILING_RECEIVED

APTIVA HEALTH, LLC 401(K) PLAN

401(k) retirement plan

Signals · 1

No auditor on file

Active participants

122

Accounts w/ balance

Plan assets (EOY)

$1.1M

Net assets (EOY)

$1.1M

Plan health score (directional)

/ 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

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for APTIVA HEALTH, LLC.

Plan sponsor

Name

APTIVA HEALTH, LLC

EIN

83-1065667

Address

300 S. 13TH ST. · SUITE 101 · LOUISVILLE, KY · 40203

Phone

(502) 583-1011

Industry

Offices of Physicians· 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

2025-05-07

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2S · Automatic enrollment

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Service providers (Schedule C)

Small plans don't disclose service providers

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