# Vitalant 401(k) Plan
Source: https://planprovider.pro/companies/vitalant-401k-plan

> Vitalant's 401(k) plan: 4,260 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/fidelity-investments) — RECORDKEEPER

- [SCHNEIDER DOWNS & CO., INC.](https://planprovider.pro/provider/schneider-downs-and-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|

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