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Original filing (PDF)20251001113055NAL0017741731001
APRIVA, LLC
Form 5500
FILING_RECEIVED
APRIVA, LLC 401(K) PLAN
401(k) retirement plan
Signals · 1
37% in single holding
Active participants
104
Accounts w/ balance
131
Plan assets (EOY)
$10.4M
Net assets (EOY)
$10.4M
How this plan invests
This plan
32 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
96
/ 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
81
Total plan cost
100
Vendor stack
100
Participation health
100
Knocking points off
- Top holding "Fidelity 500 Index N/R" is 37% of plan.
Helping the score
- Below-peer total fees (1 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for APRIVA, LLC.
Plan sponsor
Name
APRIVA, LLC
EIN
86-0970898
Address
7600 N 16TH STREET · SUITE 230 · PHOENIX, AZ · 85020
Phone
(480) 421-1210
Industry
All Other Professional Services· Professional & Technical Servicessee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-01
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2S · Automatic enrollment
2T · Default investment account (QDIA)
3B · Covers self-employed individuals
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
BAKER TILLY US, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $785 | — |
Investments
32 direct securities· $10.3M(99% of reported assets)
Uncategorized
$10.3M
31 holdings
Mutual Funds
$50K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity 500 Index N/R | — | — | — | $3.8M | 36.9% | |
| Fidelity Freedom 2040 K N/R | — | — | — | $1.1M | 10.4% | |
| Fidelity Blue Chip Growth N/R | — | — | — | $802K | 7.7% | |
| Money Market Fund * Fidelity Government Money Market Fund N/R | — | — | — | $648K | 6.2% | |
| Fidelity Freedom 2035 K N/R | — | — | — | $594K | 5.7% | |
| Fidelity Freedom 2050 K N/R | — | — | — | $561K | 5.4% | |
| Fidelity Extended Market Index N/R | — | — | — | $469K | 4.5% | |
| Fidelity Freedom 2030 K N/R | — | — | — | $282K | 2.7% | |
| Janus Henderson Enterprise T Fund N/R | — | — | — | $250K | 2.4% | |
| Fidelity Small Cap Growth N/R | — | — | — | $233K | 2.2% | |
| Fidelity Freedom 2045 K N/R | — | — | — | $233K | 2.2% | |
| Fidelity Freedom 2025 K N/R | — | — | — | $201K | 1.9% | |
| Fidelity Freedom 2060 K N/R | — | — | — | $185K | 1.8% | |
| Invesco Diversified Dividend R5 N/R | — | — | — | $180K | 1.7% | |
| Fidelity Total Bond Fund N/R | — | — | — | $161K | 1.5% | |
| Fidelity Global Ex US Index N/R | — | — | — | $151K | 1.4% | |
| Fidelity Freedom 2055 K N/R | — | — | — | $84K | 0.8% | |
| Goldman Sachs Inflation Protected Securities Fund N/R | — | — | — | $67K | 0.6% | |
| Fidelity US Bond Index N/R | — | — | — | $56K | 0.5% | |
| Allspring Special Mid Cap Value Adm N/R | Mutual Funds | — | — | $50K | 0.5% | |
| Causeway Emerging Markets Inv N/R | — | — | — | $44K | 0.4% | |
| ClearBridge Mid Cap A N/R | — | — | — | $32K | 0.3% | |
| MFS Massachusetts Investors Trust R3 N/R | — | — | — | $26K | 0.2% | |
| Fidelity Real Estate Investment Portfolio N/R | — | — | — | $22K | 0.2% | |
| Fidelity Overseas Fund N/R | — | — | — | $12K | 0.1% | |
| Principal Small Cap R5 Fund N/R | — | — | — | $12K | 0.1% | |
| Fidelity Freedom 2015 K N/R | — | — | — | $12K | 0.1% | |
| Fidelity Freedom 2065 K N/R | — | — | — | $12K | 0.1% | |
| Fidelity Freedom 2010 K N/R | — | — | — | $11K | 0.1% | |
| Allspring Special Small Cap Value Adm N/R | — | — | — | $7K | <0.1% | |
| Fidelity Freedom 2020 K N/R | — | — | — | $2K | <0.1% | |
| American Funds Growth and Income R4 N/R | — | — | — | $1K | <0.1% |
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