Plan Snapshot
- Plan Sponsor: Vytalogy Wellness LLC
- Sponsor EIN: 872880197
- Sponsor Address: 15233 VENTURA BLVD, SHERMAN OAKS, CA, 91403
- Plan Type: 401(k)
- Total Participants: 617
- Total Assets: $35.2M
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 | 617 | $35.2M | $1.9M | $3.6M |
| 2023 | 704 | $30.1M | $1.8M | $3.3M |
| 2022 | 689 | $22.5M | $1.8M | $2.9M |
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 |
|---|---|---|---|---|
| VOYA RETIREMENT INSURANCE & ANNUITY | SERVICE PROVIDER | $52,268 | — | $52,268 |
| CREATIVE PLANNING HOLD CO, LLC | SERVICE PROVIDER | — | $25,000 | $25,000 |
| CLIFTONLARSONALLEN LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- CREATIVE PLANNING HOLD CO, LLC — SERVICE PROVIDER
- CLIFTONLARSONALLEN LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $77,268
- Estimated Expense Ratio: 0.219% 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 | $53,598 | $3,029 | $23,500 | — | — |
| 2023 | $90,412 | $2,513 | $60,654 | — | — |
| 2022 | $42,812 | — | — | — | — |