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

> Virtua Health, INC.'s 401(k) plan: 13,739 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Virtua Health, INC.

- **Sponsor EIN:** 223524939

- **Sponsor Address:** 303 LIPPINCOTT DR., MARLTON, NJ, 080534160

- **Plan Type:** 401(k)

- **Total Participants:** 13,739

- **Total Assets:** $1.2B

## 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|13,739|$1.2B|$37.7M|$77.3M|

| 2023|12,791|$990.4M|$32.3M|$65.7M|

| 2022|11,240|$829.9M|$28.9M|$58.3M|

## 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|

| LINCOLN NATIONAL CORPORATION|SERVICE PROVIDER|$474,447|—|$474,447|

| BALLARD SPAHR, LLP|ATTORNEY|$90,981|—|$90,981|

| MORGAN STANLEY GLOBAL BANKING|INVESTMENT ADVISOR|$85,000|—|$85,000|

| MAILLIE LLP|AUDITOR|$19,750|—|$19,750|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [LINCOLN NATIONAL CORPORATION](https://planprovider.pro/provider/lincoln-financial-group) — SERVICE PROVIDER

- [BALLARD SPAHR, LLP](https://planprovider.pro/provider/ballard-spahr-llp) — ATTORNEY

- [MORGAN STANLEY GLOBAL BANKING](https://planprovider.pro/provider/morgan-stanley) — INVESTMENT ADVISOR

- [MAILLIE LLP](https://planprovider.pro/provider/maillie-llp) — AUDITOR

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $670,178

- **Estimated Expense Ratio:** 0.057% 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|$692,428|$85,000|$474,447|$19,750|—|

| 2023|$761,269|$85,000|$592,082|$55,200|—|

| 2022|$684,182|$85,000|$565,484|—|$33,698|

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

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