Plan Ledger DOL Form 5500 · updated monthly

Vitalyst, LLC401(k)

VITALYST, LLC 401K PROFIT SHARING PLAN · BALA CYNWYD, PA · plan year 2022

Reported admin expense ratio · 2022
0.70%

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

Vitalyst, LLC reported $60,660 in plan administrative expenses for 2022: 0.70% of average plan assets, above the peer median. Employer contributions averaged $499 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 1 year on file its reported administrative ratio fell from 0.70% to 0.11%. The plan sits in the $1M–$10M size bracket, benchmarked here against 30,021 comparable plans and shown alongside other professional & technical services employers. By assets it is among the smaller plans on file in Pennsylvania (2,548th of 3,651), and 8,764th of 11,654 in professional & technical services. In 2022, employees put in $5.53 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$7,769,203
Participants with balances234
Active participants172
Employer contributions$85,842
Employee contributions$474,924
Employer contribution per active participant$499
Average account balance$33,202
Benefits paid to participants$797,530
Plan auditUnmodified (clean) audit opinion
Plan history2
Yearassets · accounts · employer contribution
2023$129K · 31 accts · $7K emplr
2022$7.8M · 234 accts · $86K emplr
The Vitalyst, LLC 401(k) match · 2022
Employer contribution per active participant$499
Median for plans this size$1,114
2023$61 per active participant
2022$499 per active participant

Vitalyst, LLC's 2022 employer contribution ran below the $1,114 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
2023$4,465 · 0.11%
2022$60,660 · 0.70%
Same employer
Similar plansProfessional & Technical Services · Pennsylvania
Slipstream IT, LLC PA$8.1M · 0.91%
The Vista School PA$8.0M · 0.61%
Dvsport, Inc. PA$8.0M · 0.13%
Benetrends, Inc. PA$7.7M · 0.11%
Innovu, Inc. PA$7.7M · 0.00%
Havpak, Inc. PA$7.7M · 0.74%

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Source: U.S. Department of Labor, Form 5500 series, EIN 203530443 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.