# Vitae Health Systems 401(k) Plan
Source: https://planprovider.pro/companies/vitae-health-systems-401k-plan

> Vitae Health Systems's 401(k) plan: 249 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Vitae Health Systems

- **Sponsor EIN:** 825405526

- **Sponsor Address:** 303 E WACKER DR., SUITE 2102, CHICAGO, IL, 60601

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

- **Total Participants:** 249

- **Total Assets:** $4.1M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** No

- **Participant-Directed Investments:** No

- **ERISA Section 404(c) Fiduciary Safe Harbor:** Yes

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|249|$4.1M|$122,069|$948,180|

| 2023|214|$3.0M|$93,796|$761,634|

| 2022|89|$1.4M|$36,871|$422,529|

## 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|

| TRAILBREAKER ACCOUNTING PLLC|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|$55,283|—|$55,283|—|—|

| 2023|—|—|—|—|—|

| 2022|—|—|—|—|—|

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