# Vytalogy Wellness LLC 401(k) Plan
Source: https://planprovider.pro/companies/vytalogy-wellness-llc-401k-plan

> Vytalogy Wellness LLC's 401(k) plan: 617 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/creative-planning) — SERVICE PROVIDER

- [CLIFTONLARSONALLEN LLP](https://planprovider.pro/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|—|—|—|—|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/vytalogy-wellness-llc-401k-plan)

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