# Vitalsmarts, Lc 401(k) Plan
Source: https://planprovider.pro/companies/vitalsmarts-lc-401k-plan

> Vitalsmarts, Lc's 401(k) plan: 248 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Vitalsmarts, Lc

- **Sponsor EIN:** 870664848

- **Sponsor Address:** 320 RIVER PARK DRIVE, PROVO, UT, 84604

- **Plan Type:** 401(k)

- **Total Participants:** 248

- **Total Assets:** $22.6M

## 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|248|$22.6M|$979,399|$1.9M|

| 2023|184|$18.9M|$701,406|$1.4M|

| 2022|167|$14.0M|$550,121|$1.1M|

## 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|

| FRAZIER & DEETER, LLC|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [FRAZIER & DEETER, LLC](https://planprovider.pro/provider/frazier-and-deeter-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|$7,070|$8,157|—|—|—|

| 2023|$12,538|$8,186|—|—|—|

| 2022|$9,950|$6,657|—|—|—|

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