Plan Ledger DOL Form 5500 · updated monthly

Vivant Health LLC401(k)

VIVANT HEALTH 401K PROFIT SHARING PLAN · SACRAMENTO, CA · plan year 2024

Reported admin expense ratio · 2024
0.54%

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

Vivant Health LLC reported $42,060 in plan administrative expenses for 2024: 0.54% of average plan assets, above the peer median. Employer contributions averaged $1,671 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 0.57% to 0.54%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other administrative & support services employers. By assets it is among the smaller plans on file in California (5,958th of 9,483), and the 1,126th of 2,534 in administrative & support services. In 2024, employees put in $2.40 for every $1.00 the employer contributed; active participation has grown from 132 to 168 since 2022.

Plan summary
Net assets, end of year$8,192,627
Participants with balances250
Active participants168
Employer contributions$280,666
Employee contributions$673,058
Employer contribution per active participant$1,671
Average account balance$32,771
Benefits paid to participants$1,135,676
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$8.2M · 250 accts · $281K emplr
2023$7.5M · 224 accts · $271K emplr
2022$5.3M · 208 accts · $231K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$3,676
Investment management$38,384
Total administrative$42,060
The Vivant Health LLC 401(k) match · 2024
Employer contribution per active participant$1,671
Median for plans this size$1,313
2024$1,671 per active participant
2023$1,949 per active participant
2022$1,751 per active participant

Vivant Health LLC's 2024 employer contribution ran above the $1,313 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 · 20242
ASSOCIATED PENSION CONSULTANTS · Recordkeeping$9,293
LINCOLN FINANCIAL GROUP · Investment advisory (plan)$42,060

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$42,060 · 0.54%
2023$34,736 · 0.54%
2022$26,528 · 0.57%
Same employer
Similar plansAdministrative & Support Services · California
Billfloat, Inc. CA$9.0M · 0.45%
Mid Valley Disposal, Inc. CA$8.9M · 0.33%
California Payroll Group CA$8.1M · 0.41%
Medely, Inc. CA$8.0M · 1.13%
Rev Agency, LLC CA$7.9M · 0.20%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 920987910 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.