# Vitality Management Company, LLC 401(k) Plan
Source: https://planprovider.pro/companies/vitality-management-company-llc-plan-001

> Vitality Management Company, LLC's 401(k) plan: 204 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/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|—|—|

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