Plan Ledger DOL Form 5500 · updated monthly

Tvg Np Homecare Acquisition, Inc. D/B/A Vitalcaring Group401(k)

VITALCARING GROUP 401(K) PLAN · DALLAS, TX · plan year 2024

Reported admin expense ratio · 2024
0.59%

Peer grade: D · admin costs + employer contributions vs same-size plans · how grading works

Tvg Np Homecare Acquisition, Inc. D/B/A Vitalcaring Group reported $155,810 in plan administrative expenses for 2024: 0.59% of average plan assets, higher than ~75% of peers. Employer contributions averaged $0 per active participant. This ratio covers administrative expenses reported on the plan's Schedule H only; fund-level expense ratios are not included in public structured data — see methodology.

Across the 2 years on file its reported administrative ratio fell from 0.66% to 0.59%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other health care & social assistance employers. By assets it is the 1,636th-largest of 5,688 plans among Texas employers on file, and the 2,943rd of 11,911 in health care & social assistance. In 2024, employees put in $34349.94 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$27,582,896
Participants with balances1,073
Active participants3,093
Employer contributions$90
Employee contributions$3,091,495
Employer contribution per active participant$0
Average account balance$25,706
Benefits paid to participants$4,861,295
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$27.6M · 1,073 accts · $90 emplr
2023$25.6M · 1,371 accts · $298K emplr
2022$16.5M · 1,526 accts · $14K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$78,048
Investment management$57,268
Audit (IQPA)$20,494
Total administrative$155,810
The Tvg Np Homecare Acquisition, Inc. D/B/A Vitalcaring Group 401(k) match · 2024
Employer contribution per active participant$0
Median for plans this size$2,416
2024$0 per active participant
2023$93 per active participant
2022$5 per active participant

Tvg Np Homecare Acquisition, Inc. D/B/A Vitalcaring Group's 2024 employer contribution ran below the $2,416 median for plans its size, in the bottom quarter of its peers. Filings report dollars actually contributed, not the match formula; the formula itself (for example, 50% of the first 6% of pay) lives in the plan's summary plan description from HR.

What these fees cost you

Annual cost at the plan's reported 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20244
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processing$78,048
CREATIVE PLANNING LLC · Investment advisory (plan)$50,000
BAKER TILLY US, LLP · Accounting / audit$20,494
STRATEGIC ADVISORS, INC. · Investment advisory (plan)$7,268

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Administrative cost history3
2024$155,810 · 0.59%
2023$158,545 · 0.75%
2022$82,906 · 0.66%
Same employer
Similar plansHealth Care & Social Assistance · Texas
Lone Star Circle of Care TX$29.4M · 0.81%
Depelchin Children's Center TX$27.6M · 0.00%
Action Behavior Centers TX$27.3M · 0.40%
Cal Farley's TX$27.0M · 0.44%

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Source: U.S. Department of Labor, Form 5500 series, EIN 870849499 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.