Plan Snapshot
- Plan Sponsor: Tvg Np Homecare Acquisition, INC. D/B/A Vitalcaring Group
- Sponsor EIN: 870849499
- Sponsor Address: 8150 NORTH CENTRAL EXPRESSWAY,, DALLAS, TX, 75206
- Plan Type: 401(k)
- Total Participants: 3,093
- Total Assets: $27.6M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- 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 | 3,093 | $27.6M | $90 | $3.1M |
| 2023 | 3,219 | $25.6M | $298,304 | $3.0M |
| 2022 | 2,848 | $16.5M | $13,597 | $2.2M |
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 |
|---|---|---|---|---|
| BAKER TILLY US, LLP | Auditor | $20,494 | — | $20,494 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- BAKER TILLY US, LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $20,494
- Estimated Expense Ratio: 0.074% 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 | $155,810 | $57,268 | — | $20,494 | — |
| 2023 | $158,545 | $53,008 | — | $44,119 | — |
| 2022 | $82,906 | — | — | — | — |