Vitalcaring Group 401(k) Plan
Sponsored by Tvg Np Homecare Acquisition, Inc. D/B/A Vitalcaring Group · EIN 870849499 · Plan #001
- Total assets
- $27.6M
- Net assets
- $27.6M
- Active participants
- 3,093
- With balances
- 1,073
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 |
|---|---|---|
| Creative Planning, Llc CRD 105348 | deterministic · 100% | 2024 |
| Strategic Advisors Llc CRD 125882 | 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 | $78,048 |
| Creative Planning Llc | Investment advisory (plan) | $50,000 |
| Baker Tilly Us, Llp | Accounting | $20,494 |
| Strategic Advisors, Inc. | Investment advisory (plan) | $7,268 |