Lavie Holdco 401(k) plan

Lavie Holdco LLC, Maitland, FL. EIN 87-3131400. Annual reports 2011–2024. Also filed as Consulate Management Company, LLC.

Lavie Holdco LLC has one active retirement plan on file, the Lavie Holdco 401(k) Plan, with 4,890 participants and $37.5 million in assets in 2024. Ameritas has been its recordkeeper since 2022. No traditional pension plan appears in Lavie Holdco's filings since 2011.

Active plans: 1
Participants: 4,890
Plan assets: $37.5 million
401(k) recordkeeper: Ameritas
Plans on file: 1
Industry: Health care

The plan

Lavie Holdco 401(k) Plan

401(k)Active

Active. The plan filed its annual report for the 2024 plan year.

Plan number: 002Employer EIN 87-3131400
Participants (2024): 4,890
Net assets (2024): $37.5 million
Recordkeeper: AmeritasEarlier: Schwab (2020–2021), Bluestar Retirement Services (2014–2019), ADP (2013), Bluestar Retirement Plan Services (2012), Capital Retirement Plan Services (2011)
Plan administrator: Lavie Holdco LLC
800 Concourse Parkway S, Suite 200
Maitland, FL 32751
(407) 571-1550As filed for 2024
In effect since: January 1, 2011

Plans merged into this one: Florida Healthcare Properties LLC 401(k) Plan (2013); Nspire Healthcare Retirement Savings 401(k) Plan (2022).

Earlier sponsor: Consulate Management Company, LLC (2011–2021).

Earlier plan names: Consulate Management Company 401(k) Plan.

Year by year, 2011 to 2024

Plan year	Participants	Net assets	Recordkeeper
2024	4,890	$37.5 million	Ameritas
2023	5,486	$39.7 million	Ameritas
2022	8,746	$38.3 million	Ameritas
2021	9,018	$49.7 million	Schwab
2020	10,205	$47.6 million	Schwab
2019	13,458	$42.9 million	Bluestar Retirement Services
2018	11,732	$37.7 million	Bluestar Retirement Services
2017	17,169	$43.4 million	Bluestar Retirement Services
2016	18,183	$42.3 million	Bluestar Retirement Services
2015	17,047	$41.4 million	Bluestar Retirement Services
2014	16,767	$44.8 million	Bluestar Retirement Services
2013	16,236	$46.4 million	ADP
2012	7,104	$17.0 million	Bluestar Retirement Plan Services
2011	7,257	$15.1 million	Capital Retirement Plan Services

If you had money in one of these plans

Call Ameritas, which runs the Lavie Holdco 401(k) Plan. With your Social Security number and the plan name, it can tell you whether you still have a balance and, if not, where it went.
Or call the plan administrator listed on the plan below ((407) 571-1550). That number was filed for 2024; ask for the benefits or retirement plan office.
Still stuck? The Department of Labor's benefits advisers help for free: askebsa.dol.gov or 1-866-444-3272. Never pay anyone to find your own money.

What these numbers are

They come from the Form 5500 annual reports each plan files with the Department of Labor, as the plan filed them. A plan year is usually a calendar year.
Participants counts everyone in the plan at year end: current employees, former employees who still have a balance or a pension coming, and retirees or beneficiaries being paid.
The recordkeeper is the service provider whose Schedule C entry says it keeps the plan's records. Small plans do not file Schedule C, so some plans show none.
We cannot see anyone's account. Only the plan or its recordkeeper can tell you your balance.

Sources: U.S. Department of Labor, Form 5500 datasets and PBGC trusteed plans. How we read them.

The plan

Lavie Holdco 401(k) Plan

If you had money in one of these plans

What these numbers are

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