# Vital Farms INC. 401(k) Plan
Source: https://planprovider.pro/companies/vital-farms-inc-401k-plan

> Vital Farms INC.'s 401(k) plan: 593 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Vital Farms INC.

- **Sponsor EIN:** 270496985

- **Sponsor Address:** 3601 S CONGRESS AVE, AUSTIN, TX, 78704

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

- **Total Participants:** 593

- **Total Assets:** $20.1M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** Yes

- **Participant Loans:** Yes

- **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|593|$20.1M|$1.6M|$3.0M|

| 2023|440|$14.2M|$1.2M|$2.3M|

| 2022|356|$8.8M|$870,355|$1.8M|

## 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|

| PRINCIPAL LIFE INSURANCE COMPANY|CONTRACT ADMINISTRATOR|$17,920|—|$17,920|

| ALLIANCE BENEFIT GROUP OF HOUSTON|OTHER SERVICES|—|$8,339|$8,339|

| ATCHLEY & ASSOCIATES, LLP|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [ATCHLEY & ASSOCIATES, LLP](https://planprovider.pro/provider/atchley-and-associates-llp) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $26,259

- **Estimated Expense Ratio:** 0.131% 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|$17,651|—|$17,651|—|—|

| 2023|$17,510|—|$17,510|—|—|

| 2022|$9,468|—|$9,468|—|—|

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