Plan Snapshot
- Plan Sponsor: Vitalcore Health Strategies, LLC
- Sponsor EIN: 320558007
- Sponsor Address: 719 SW VAN BUREN, TOPEKA, KS, 66603
- Plan Type: 401(k)
- Total Participants: 3,534
- Total Assets: $13.7M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- 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 | 3,534 | $13.7M | $651,846 | $4.7M |
| 2023 | 2,237 | $8.1M | $472,407 | $2.9M |
| 2022 | 1,747 | $4.0M | $236,972 | $1.9M |
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 |
|---|---|---|---|---|
| WENDLING NOE NELSON & JOHNSON LLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- WENDLING NOE NELSON & JOHNSON LLC — Auditor
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 | $50,643 | — | $9,781 | — | — |
| 2023 | $35,791 | — | $5,236 | — | — |
| 2022 | $12,458 | $5,214 | $7,244 | — | — |