Original filing (PDF)20251007122626NAL0002664787001

ASTIVA HEALTH INC

Name: ASTIVA HEALTH INC — ASTIVA HEALTH INC 401(K), Form 5500 (2024)
Creator: ASTIVA HEALTH INC

Form 5500-SF

FILING_RECEIVED

ASTIVA HEALTH INC 401(K)

401(k) retirement plan

Active participants

101

Accounts w/ balance

121

Plan assets (EOY)

$927K

Net assets (EOY)

$927K

Plan health score (directional)

/ 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

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ASTIVA HEALTH INC.

Plan sponsor

Name

ASTIVA HEALTH INC

EIN

84-3208445

Address

765 THE CITY DRIVE SOUTH STE 200 · ORANGE, CA · 92868

Phone

(714) 971-7472

Industry

Finance & Insurancesee 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

2025-10-07

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

Related plans

Similar-size Finance & Insurance plans

EB SOLUTIONS, LTD.

EB SOLUTIONS, LTD. 401(K) PLAN

$928K · 3 participants

WALKER INSURANCE SOLUTIONS INC.

WALKER INSURANCE SOLUTIONS INC. 401(K) PLAN

$929K · 2 participants

CMM AGENCIES LLC.

CMM AGENCIES 401(K) PROFIT SHARING PLAN AND TRUST

$923K · 3 participants

WHITEBOARD RISK & INSURANCE SOLUTIONS, LLC

WHITEBOARD RISK 401(K) PLAN

$933K · 38 participants

UNDERWRITERS MARKETING SERVICE, INC

UNDERWRITERS MARKETING SERVICE, INC. PROFIT SHARING PLAN