Department of Labor filing

VITALCORE HEALTH STRATEGIES, LLC

VITALCORE HEALTH STRATEGIES, LLC 401(K) PLAN · For the plan year ended Dec 31, 2024

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Public filing 2024 · received Oct 15, 2025Verified current terms Not available

Plan at a glance

How good does the filing look?

43filing comparison
out of 100

The filing looks broadly typical among comparable plans. This is a filing comparison, not a complete benefits score.

$Employer support

$184

Reported employer contributions per active participant.

Higher than about 27% of comparable plans

#People in the filing

3,534

Active participants reported for 2024.

The filing does not say how many employees are currently contributing.

¢Visible plan-paid fees

$20 / participant

Reported administrative expense—not every fee an employee may pay.

Lower cost than about 81% of comparable plans

↗Investment performance

Not available

Plan assets changed 69.6%, but that includes contributions, withdrawals, and market movement.

Asset change is not investment performance.

What we still need to judge the benefit

Current match formula, vesting, eligibility, investment choices, fund expense ratios, and employee-level fees.

See missing terms ↓

Filing comparison · 202443out of 100 among similar-size plans in the same industry when enough peers exist

How this filing compares

Reported employer contributions27th percentileTypical peer $803 · based on 227 comparable plans

Lower reported administrative expense81st percentileTypical peer $54 · based on 242 comparable plans

This comparison uses historical filing figures. It does not compare current match formulas, vesting, investments, or employee fees.

The short version

What the latest filing tells us

For the plan year ended Dec 31, 2024, VITALCORE HEALTH STRATEGIES, LLC reported $651,846 in employer contributions across the plan and 3,534 active participants. That works out to $184 per active participant. It is useful context, but it is not the current match formula and it does not show what any one employee received.

Participation proxy98%

Active participants divided by all end-of-year plan participants. This is not the company participation rate because the filing does not report every eligible employee.

Employer money trendUp 36.0%

Change in reported employer contribution per active participant across the filing history shown.

Expense trendUp 57.5%

Change in reported administrative expense per participant. Investment expenses may not be included.

Peer context43/100

A filing comparison among similar-size plans in the same industry when enough peers exist.

Where the public filing stops

Current match, vesting, eligibility, employee fees, and investment choices require a dated plan document. Until we have one, those details stay blank.

Latest financial record

Contributions, assets, and expenses

These figures are reported totals for the plan—not individual account balances or promises to any employee.

Employer contributions: $651,846
Participant contributions: $4,727,633
Other contributions: $763,163
Employer share of reported contributions: 12.1%
Beginning assets: $8,064,381
Ending assets: $13,679,545
Ending net assets: $13,423,623
Ending liabilities: $255,922
Total income: $7,423,047
Total expenses: $1,714,656
Administrative expenses: $50,643
Participant loans: $305,324

Three-year filing history

How the reported figures changed

Each chart uses its own scale and starts at zero. When the filing has no value, the chart says so rather than turning it into a zero.

Employer contributions reported per active participant

2022

$136

2023

$211

2024

$184

Plan-paid administrative expenses per participant

2022

$13

2023

$20

2024

$20

Active participants

2022

1,747

2023

2,237

2024

3,534

Detailed filing history
Plan year	Per active participant	Active participants	Plan assets	Filing ID
2024	$184	3,534	13.7M	20251015150936NAL0004951665001
2023	$211	2,237	8.1M	20241015121329NAL0049292960001
2022	$136	1,747	4M	20231016053254NAL0037649553001

Changes in plan assets are not the same as investment performance. Each row uses the selected public filing for that year.

Plan operations

Details worth knowing

Participant loans as a share of plan assets: 2.2%
Independent accountant’s opinion: Unqualified opinion Code 1
Late participant contributions reported: Yes
Public plan identifier: 320558007-001

Reported plan details

Identity and filing status

Plan type: Retirement plan
Employer arrangement: Single-employer plan
Plan effective date: May 1, 2018
Industry: Health care and social assistance
Amended filing: No
Final filing for this plan: No
Short plan year: No
401(k) feature reported: Yes
Show DOL characteristic codes
2E2F2G2J2K2T3D

Reported service providers

Organizations named in the latest filing

The public dataset does not always identify a provider’s exact role. Compensation stays blank when it was not separately reported.

Provider	Plan year	Direct compensation	Indirect compensation
ALLSPRING FUNDS TRUST	2024	Not reported	unknown
AMERICAN CENTURY CAPITAL PORTFOLIOS	2024	Not reported	unknown
BLACKROCK FUNDS III	2024	Not reported	unknown
COHEN & STEERS INSTL REALTY SHARES	2024	Not reported	unknown
JANUS INVESTMENT FUND	2024	Not reported	unknown
JPMORGAN TRUST II	2024	Not reported	unknown
LEGG MASON & CO., LL	2024	Not reported	unknown
MFS SERIES TRUST X	2024	Not reported	unknown
VANGUARD INDEX FUNDS	2024	Not reported	unknown

Current plan terms

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Filing ACK_ID20251015150936NAL0004951665001

Data sourceDOL Form 5500 bulk data ↗

Filing searchEFAST2 ↗