Vitalant 401(k) Retirement Savings Plan
Sponsored by Vitalant · EIN 860098929 · Plan #002
- Total assets
- $429M
- Net assets
- $429M
- Active participants
- 4,260
- With balances
- 5,478
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Aon Investments Usa Inc. CRD 105596 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Fidelity Investments Institutional | Participant loan processing, Sub-transfer agency fees, Recordkeeping fees | $311,953 |
| Aon Investments Usa Inc. | Investment management | $200,000 |
| Schneider Downs & Co., Inc. | Accounting, Consulting (general) | $24,000 |
| Faegre Drinker | Legal | $1,308 |