Plan Ledger DOL Form 5500 · updated monthly

Vitality Home Care, Inc.401(k)

TRILOGY 401(K) PLAN · WEST PALM BEACH, FL · plan year 2022

Reported admin expense ratio · 2022
0.19%

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

Vitality Home Care, Inc. reported $21,132 in plan administrative expenses for 2022: 0.19% of average plan assets, below the peer median. Employer contributions averaged $424 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.

The plan sits in the $10M–$50M size bracket, benchmarked here against 26,806 comparable plans and shown alongside other other services employers. By assets it is the 1,663rd-largest of 3,644 plans among Florida employers on file, and the 1,548th of 3,341 in other services. In 2022, employees put in $5.17 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$11,243,879
Participants with balances486
Active participants1,024
Employer contributions$434,409
Employee contributions$2,246,008
Employer contribution per active participant$424
Average account balance$23,136
Benefits paid to participants$1,118,391
Plan auditUnmodified (clean) audit opinion
Plan history2
Yearassets · accounts · employer contribution
2023$0 · $92K emplr
2022$11.2M · 486 accts · $434K emplr
Administrative expenses, itemized · 2022
Investment management$21,132
Total administrative$21,132
The Vitality Home Care, Inc. 401(k) match · 2022
Employer contribution per active participant$424
Median for plans this size$2,266

Vitality Home Care, Inc.'s 2022 employer contribution ran below the $2,266 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 2022 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Administrative cost history2
2023Not separately reported
2022$21,132 · 0.19%
Same employer
Similar plansOther Services · Florida
Endeavor Schools, LLC FL$11.5M · 0.28%
Daytona Heart Group FL$11.2M · 0.61%
Enterprise Florida, Inc. FL$10.8M · 0.03%
Aris Global, LLC FL$10.8M · 0.42%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 812019673 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.