Plan Snapshot
- Plan Sponsor: Virta Health Corp.
- Sponsor EIN: 471055608
- Sponsor Address: 440 N BARRANCA AVE, COVINA, CA, 91723
- Plan Type: 401(k)
- Total Participants: 664
- Total Assets: $21.7M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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 | 664 | $21.7M | $392,766 | $4.4M |
| 2023 | 443 | $14.3M | $26,677 | $3.4M |
| 2022 | 462 | $8.5M | $0 | $3.0M |
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 |
|---|---|---|---|---|
| SILICON VALLEY ACCOUNTANCY CORP. | Auditor | — | — | $0 |
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 | $951 | $2,284 | $300 | — | — |
| 2023 | $5,639 | $417 | — | — | — |
| 2022 | $26,481 | $2,145 | $24,336 | — | — |