# Vatica Health, INC. 401(k) Plan
Source: https://planprovider.pro/companies/vatica-health-inc-401k-plan

> Vatica Health, INC.'s 401(k) plan: 500 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|

| ADP, INC.|RECORD KEEPER|$43,752|—|$43,752|

| UBS FINANCIAL SERVICES, INC.|INVESTMENT/FINANCIAL ADVI|$29,603|—|$29,603|

| LANCE E SHELBY CPA, PLLC|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [ADP, INC.](https://planprovider.pro/provider/adp-retirement-services) — RECORD KEEPER

- [UBS FINANCIAL SERVICES, INC.](https://planprovider.pro/provider/aspire-financial-services) — INVESTMENT/FINANCIAL ADVI

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $73,355

- **Estimated Expense Ratio:** 0.376% 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|$73,390|$67,365|—|—|—|

| 2023|$53,747|$21,343|—|—|—|

| 2022|$38,986|—|—|—|—|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/vatica-health-inc-401k-plan)

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