Plan Snapshot
- Plan Sponsor: Vitalant
- Sponsor EIN: 860098929
- Sponsor Address: 9305 E VIA DE VENTURA, SCOTTSDALE, AZ, 85258
- Plan Type: 401(k)
- Total Participants: 4,260
- Total Assets: $428.6M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: Yes
- 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 | 4,260 | $428.6M | $14.0M | $25.5M |
| 2023 | 4,161 | $376.3M | $13.4M | $24.1M |
| 2022 | 4,088 | $321.5M | $12.9M | $22.8M |
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 |
|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | RECORDKEEPER | $311,953 | — | $311,953 |
| AON INVESTMENTS USA INC. | INVESTMENT ADVISOR | $200,000 | — | $200,000 |
| SCHNEIDER DOWNS & CO., INC. | ACCOUNTANT/AUDITOR | $24,000 | — | $24,000 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FIDELITY INVESTMENTS INSTITUTIONAL — RECORDKEEPER
- SCHNEIDER DOWNS & CO., INC. — ACCOUNTANT/AUDITOR
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $535,953
- Estimated Expense Ratio: 0.125% 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 | $537,212 | — | $300 | $24,000 | — |
| 2023 | $674,117 | — | — | — | — |
| 2022 | $908,522 | $250,485 | — | — | $20,556 |