Plan Ledger DOL Form 5500 · updated monthly

Vytalogy Wellness LLC401(k)

VYTALOGY WELLNESS 401(K) PLAN · SHERMAN OAKS, CA · plan year 2024

Reported admin expense ratio · 2024
0.16%

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

Vytalogy Wellness LLC reported $53,598 in plan administrative expenses for 2024: 0.16% of average plan assets, below the peer median. Employer contributions averaged $3,130 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 0.24% to 0.16%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other wholesale trade employers. By assets it is the 2,369th-largest of 9,483 plans among California employers on file, and the 1,161st of 4,246 in wholesale trade. In 2024, employees put in $1.88 for every $1.00 the employer contributed; active participation has shrunk from 689 to 617 since 2022.

Plan summary
Net assets, end of year$35,209,148
Participants with balances897
Active participants617
Employer contributions$1,930,950
Employee contributions$3,635,067
Employer contribution per active participant$3,130
Average account balance$39,252
Benefits paid to participants$4,962,233
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$35.2M · 897 accts · $1.9M emplr
2023$30.1M · 829 accts · $1.8M emplr
2022$22.5M · 871 accts · $1.8M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$23,500
Investment management$3,029
Total administrative$53,598
The Vytalogy Wellness LLC 401(k) match · 2024
Employer contribution per active participant$3,130
Median for plans this size$2,416
2024$3,130 per active participant
2023$2,617 per active participant
2022$2,643 per active participant

Vytalogy Wellness LLC'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 · 20242
VOYA RETIREMENT INSURANCE & ANNUITY · Investment advisory (participants)$52,268
CREATIVE PLANNING HOLD CO, LLCindirect comp

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$53,598 · 0.16%
2023$90,412 · 0.34%
2022$42,812 · 0.24%
Same employer
Similar plansWholesale Trade · California
Edges Electrical Group LLC CA$37.1M · 0.00%
Hybrid Promotions, LLC CA$35.9M · 0.62%
Kikkoman Sales USA, Inc. CA$35.1M · 0.05%
Jfe Shoji America, LLC CA$34.9M · 0.63%
The Inside Source, Inc. CA$34.9M · 0.49%
Maxon Industries, Inc. CA$34.8M · 0.41%

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Source: U.S. Department of Labor, Form 5500 series, EIN 872880197 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.