# Vault Consulting, LLC Health &amp; Welfare Plan
Source: https://planprovider.pro/companies/vault-consulting-llc-475441501-501

> Vault Consulting, LLC&#39;s Health &amp; Welfare plan: 52 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Vault Consulting, LLC

- **Sponsor EIN:** 475441501

- **Sponsor Address:** 8401 GREENSBORO DRIVE, SUITE 500, MCLEAN, VA, 22010

- **Plan Type:** Health & Welfare

- **Plan Number:** 501

- **Total Participants:** 52

- **Total Assets:** $51,497

## Key Plan Design Features

- **Auto-Enrollment:** No

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** No

- **Participant-Directed Investments:** No

- **ERISA Section 404(c) Fiduciary Safe Harbor:** No

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|52|$51,497|$426,639|$149,744|

| 2023|54|$2,995|$392,988|$73,383|

## 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|

| TRIBRIDGE PARTNERS, LLC|Investment Advisor|$17,400|—|$17,400|

| THE BENECON GROUP|Investment Advisor|$11,223|—|$11,223|

| MERITAIN HEALTH, AN AETNA COMPANY|Other Service Provider|$6,549|—|$6,549|

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $35,172

- **Estimated Expense Ratio:** 68.299% 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|$519,101|—|—|—|—|

| 2023|$623,290|—|—|—|—|

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