Plan Snapshot
- Plan Sponsor: Vitalmd Group Holding. LLC
- Sponsor EIN: 542129332
- Sponsor Address: 3225 AVIATION AVE SUITE 700, MIAMI, FL, 33133
- Plan Type: 401(k)
- Total Participants: 2,859
- Total Assets: $371.9M
Key Plan Design Features
- Auto-Enrollment: No
- 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 | 2,859 | $371.9M | $12.1M | $17.3M |
| 2023 | 2,622 | $315.7M | $11.2M | $15.8M |
| 2022 | 2,462 | $259.1M | $10.2M | $14.0M |
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 |
|---|---|---|---|---|
| HALLER ROBBINS EPELBAUM MISIUNASLLC | Auditor | — | — | $0 |
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 | $312,856 | $125,000 | — | — | — |
| 2023 | $283,432 | $100,000 | $157,177 | — | — |
| 2022 | $307,054 | $100,000 | $178,294 | — | — |