Plan Snapshot
- Plan Sponsor: Vitas Healthcare Corporation
- Sponsor EIN: 592318357
- Sponsor Address: 201 SOUTH BISCAYNE BLVD, MIAMI, FL, 331315354
- Plan Type: 401(k)
- Total Participants: 10,878
- Total Assets: $492.6M
Key Plan Design Features
- Auto-Enrollment: Yes
- 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 | 10,878 | $492.6M | $8.6M | $44.9M |
| 2023 | 9,768 | $429.4M | $6.6M | $39.8M |
| 2022 | 9,023 | $362.9M | $4.8M | $33.9M |
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 |
|---|---|---|---|---|
| LINCOLN NATIONAL CORPORATION | SERVICE PROVIDER | $642,936 | — | $642,936 |
| MMA SECURITIES | ADVISOR | $95,000 | — | $95,000 |
| MARCUM LLP | AUDITOR | $56,000 | — | $56,000 |
| LERROSARBEY, PLLC | Auditor | $56,000 | — | $56,000 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- LINCOLN NATIONAL CORPORATION — SERVICE PROVIDER
- MMA SECURITIES — ADVISOR
- LERROSARBEY, PLLC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $849,936
- Estimated Expense Ratio: 0.173% of plan assets
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 | $793,936 | $95,000 | $642,936 | $56,000 | — |
| 2023 | $647,807 | $95,000 | $545,407 | $7,400 | — |
| 2022 | $660,752 | $47,500 | $594,652 | — | $18,600 |