Plan Snapshot
- Plan Sponsor: Vatica Health, INC.
- Sponsor EIN: 453367648
- Sponsor Address: 11800 AMBER PARK DRIVE, ALPHARETTA, GA, 30009
- Plan Type: 401(k)
- Total Participants: 500
- Total Assets: $19.5M
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 | 500 | $19.5M | $1.6M | $3.2M |
| 2023 | 426 | $13.3M | $1.3M | $2.6M |
| 2022 | 343 | $7.2M | $984,605 | $1.9M |
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 |
|---|---|---|---|---|
| LANCE E SHELBY CPA, PLLC | Auditor | — | — | $0 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
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 | $73,390 | $67,365 | — | — | — |
| 2023 | $53,747 | $21,343 | — | — | — |
| 2022 | $38,986 | — | — | — | — |