Vitalcore Health Strategies 401(k) match, vesting and fees
What Vitalcore Health Strategies' 401(k) plan says about matching contributions
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Recordkeeper | Intrust Bank, N.A. | Schedule C ↗ |
| Independent auditor | Wendling Noe Nelson & Johnson LLC (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
| Late participant contributions | Reported on the filing | Schedule H ↗ |
How the plan compares
Plan year 2024 medians for 1,380 defined-contribution plans in health care and social assistance with 500 to 999 participants.
| Vitalcore Health Strategies: employer contribution per participant | $821 | |
| Peer median | $1,337 |
| Vitalcore Health Strategies: average balance | $16,906 | |
| Peer median | $35,764 |
| Vitalcore Health Strategies: admin expenses ÷ assets | 0.48% | |
| Peer median | 0.32% |
Admin expenses are the plan's reported administrative expenses divided by its assets; they do not include fund expense ratios.
Plan history
Plan assets went from $7.7M at the end of plan year 2023 to $13.4M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 3,611 | $13.4M | $652K | $821 | 0.48% | Not published | Form 5500 ↗ |
| 2023 | 2,316 | $7.7M | $472K | $1,029 | 0.62% | Not published | Form 5500 ↗ |
Common questions
Does Vitalcore Health Strategies match 401(k) contributions?
The match terms for the Vitalcore Health Strategies, LLC 401(k) Plan Plan have not been published from its filing yet. The plan year 2024 filing reports $652K in employer contributions, about $821 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Vitalcore Health Strategies 401(k) match vested?
The vesting schedule for the Vitalcore Health Strategies, LLC 401(k) Plan Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Vitalcore Health Strategies 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Intrust Bank, N.A.. The plan administrator is Vitalcore Health Strategies, LLC.
I left Vitalcore Health Strategies. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Vitalcore Health Strategies, LLC, (316) 650-8200) or the recordkeeper, Intrust Bank, N.A.. The Vitalcore Health Strategies old 401(k) page lists the contacts from every plan filing. Find an old Vitalcore Health Strategies 401(k)
Data from the public Form 5500 annual reports Vitalcore Health Strategies filed with the U.S. Department of Labor (plan years 2023 and 2024) and, where noted, the attached independent auditor's report. Plan terms may have changed since the filing; check your current Summary Plan Description. PlanFacts is not affiliated with Vitalcore Health Strategies. Not financial advice. Report a correction · Methodology