Plan Snapshot
- Plan Sponsor: Vhc, INC.
- Sponsor EIN: 391527362
- Sponsor Address: 3090 HOLMGREN WAY, GREEN BAY, WI, 54304
- Plan Type: 401(k)
- Total Participants: 590
- Total Assets: $74.2M
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 | 590 | $74.2M | $673,553 | $2.0M |
| 2023 | 403 | $66.5M | $574,550 | $1.7M |
| 2022 | 389 | $58.5M | $569,268 | $1.7M |
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 INVESTMENTS INSTITUTIONAL | RECORDKEEPER | $3,773 | $28,000 | $31,773 |
| WIPFLI, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FIDELITY INVESTMENTS INSTITUTIONAL — RECORDKEEPER
- WIPFLI, LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $31,773
- Estimated Expense Ratio: 0.043% 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 | $3,773 | — | — | — | — |
| 2023 | $1,484 | — | — | — | — |
| 2022 | $1,600 | — | — | — | — |