Plan Ledger DOL Form 5500 · updated monthly

Vatica Health, Inc.401(k)

VATICA HEALTH, INC. 401(K) PLAN · ALPHARETTA, GA · plan year 2024

Reported admin expense ratio · 2024
0.45%

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

Vatica Health, Inc. reported $73,390 in plan administrative expenses for 2024: 0.45% of average plan assets, above the peer median. Employer contributions averaged $3,121 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 0.60% to 0.45%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other professional & technical services employers. By assets it is the 883rd-largest of 2,160 plans among Georgia employers on file, and the 5,644th of 11,654 in professional & technical services. In 2024, employees put in $2.03 for every $1.00 the employer contributed; active participation has grown from 343 to 500 since 2022.

Plan summary
Net assets, end of year$19,510,751
Participants with balances541
Active participants500
Employer contributions$1,560,391
Employee contributions$3,160,414
Employer contribution per active participant$3,121
Average account balance$36,064
Benefits paid to participants$1,001,817
Plan auditUnmodified (clean) audit opinion
AuditorLANCE E SHELBY CPA, PLLC
Plan history3
Yearassets · accounts · employer contribution
2024$19.5M · 541 accts · $1.6M emplr
2023$13.3M · 409 accts · $1.3M emplr
2022$7.2M · 323 accts · $985K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$6,025
Investment management$67,365
Total administrative$73,390
The Vatica Health, Inc. 401(k) match · 2024
Employer contribution per active participant$3,121
Median for plans this size$2,416
2024$3,121 per active participant
2023$3,023 per active participant
2022$2,871 per active participant

Vatica Health, Inc.'s 2024 employer contribution ran above the $2,416 median for plans its size. 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 · 20243
ADP, INC. · Loan processing · Recordkeeping$43,752
UBS FINANCIAL SERVICES, INC. · Recordkeeping · Trustee$29,603
ADP BROKER-DEALERindirect comp

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

Recordkeeper by year2
2024ADP, UBS
2023ADP, UBS

Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$73,390 · 0.45%
2023$53,747 · 0.52%
2022$38,986 · 0.60%
Same employer
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Fg Ventures, LLC GA$20.3M · 0.42%
Streamline Health, Inc. GA$19.6M · 0.23%
Rib USA Inc. GA$18.9M · 0.21%
Procurement Advisors LLC GA$18.8M · 0.06%

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Source: U.S. Department of Labor, Form 5500 series, EIN 453367648 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.