Plan Snapshot
- Plan Sponsor: Vireo Health, INC.
- Sponsor EIN: 823835655
- Sponsor Address: 207 S. 9TH STREET, MINNEAPOLIS, MN, 55402
- Plan Type: 401(k)
- Total Participants: 153
- Total Assets: $2.9M
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 | 153 | $2.9M | $198,426 | $594,697 |
| 2023 | 140 | $2.5M | $203,804 | $738,996 |
| 2022 | 182 | $1.4M | $225,454 | $780,239 |
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 |
|---|---|---|---|---|
| BGM CPA LLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- BGM CPA LLC — Auditor
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 | $3,380 | — | $3,380 | — | — |
| 2023 | $21,439 | $3,832 | $13,657 | — | — |
| 2022 | $12,016 | $5,323 | $5,443 | — | $1,250 |