Plan Snapshot
- Plan Sponsor: Vandalia Health, INC.
- Sponsor EIN: 550664138
- Sponsor Address: PO BOX 1547, CHARLESTON, WV, 253261547
- Plan Type: 401(k)
- Total Participants: 11,194
- Total Assets: $852.8M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: No
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 11,194 | $852.8M | $32.3M | $57.9M |
| 2023 | 7,239 | $718.8M | $17.9M | $35.7M |
| 2022 | 7,814 | $593.8M | $15.3M | $30.4M |
Service Providers (Schedule C)
Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).
| Provider Name | Role | Direct Compensation | Indirect Compensation | Total Fees |
|---|---|---|---|---|
| FIDELITY INV. INST. OPS. CO., INC. | RECORDKEEPER | $758,999 | — | $758,999 |
| METROPOLITAN LIFE INSURANCE | ADVISOR | $183,006 | — | $183,006 |
| STRATEGIC ADVISORS, INC. | ADVISOR | $173,921 | — | $173,921 |
| SUTTLE & STALNAKER, PLLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FIDELITY INV. INST. OPS. CO., INC. — RECORDKEEPER
- STRATEGIC ADVISORS, INC. — ADVISOR
- SUTTLE & STALNAKER, PLLC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $1,115,926
- Estimated Expense Ratio: 0.131% of plan assets
Historical Administrative Expenses
Breakdown of administrative expense categories reported on Form 5500 filings.
| Year | Total Admin Expenses | Investment Mgmt Fees | Contract Admin Fees | IQPA Audit Fees | Professional Fees |
|---|---|---|---|---|---|
| 2024 | $1,046,479 | — | — | — | — |
| 2023 | $991,460 | — | — | — | — |
| 2022 | $977,117 | — | — | — | — |