Plan Snapshot
- Plan Sponsor: Vitality Management Company, LLC
- Sponsor EIN: 522213940
- Sponsor Address: 120 S. RIVERSIDE PLAZA, CHICAGO, IL, 60606
- Plan Type: 401(k)
- Total Participants: 204
- Total Assets: $40.9M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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 | 204 | $40.9M | $1.1M | $2.6M |
| 2023 | 256 | $36.7M | $1.1M | $2.6M |
| 2022 | 240 | $27.7M | $967,856 | $2.3M |
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 |
|---|---|---|---|---|
| FGMK, LLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FGMK, 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 | $90,873 | $46,483 | $44,390 | — | — |
| 2023 | $71,796 | $36,888 | $34,908 | — | — |
| 2022 | $68,500 | $36,339 | $32,161 | — | — |