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

> Vireo Health, INC.'s 401(k) plan: 153 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/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|

## Similar Plans

- [Ziegler INC.](https://planprovider.pro/companies/ziegler-inc-401k-plan) — 2,424 participants

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

© 2026 PlanProvider.Pro