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Original filing (PDF)20250822145951NAL0005398001001
VIRTUA HEALTH, INC.
Form 5500
FILING_RECEIVED
VIRTUA 401(K) SAVINGS PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
13,739
Accounts w/ balance
16,613
Plan assets (EOY)
$1.2B
Net assets (EOY)
$1.2B
How this plan invests
This plan
27 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
98
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
100
Total plan cost
100
Vendor stack
80
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for VIRTUA HEALTH, INC..
Plan sponsor
Name
VIRTUA HEALTH, INC.
EIN
22-3524939
Address
303 LIPPINCOTT DR. · 4TH FLOOR · MARLTON, NJ · 080534160
Phone
(856) 761-3879
Industry
Health Care & Social Assistancesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-08-22
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
2S · Automatic enrollment
Audit & trust (Schedule H)
Auditor
MAILLIE LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
4 rowsAdvisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MORGAN STANLEY GLOBAL BANKING | 20-8764829 | — | INVESTMENT ADVISOR | $85K | — |
Accountant / Auditor
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MAILLIE LLP | 23-1518888 | — | AUDITOR | $20K | — |
Legal counsel
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BALLARD SPAHR, LLP | 23-0382195 | — | ATTORNEY | $91K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| LINCOLN NATIONAL CORPORATION | 35-1140070 | — | SERVICE PROVIDER | $474K | — |
Investments
26 direct securities· $1.2B(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Lincoln Financial Group Stable Value Account | — | — | — | $199.7M | 16.9% | |
| Vanguard Institutional Index Institutional Plus Shares | — | — | — | $171.5M | 14.5% | |
| American Funds Washington Mutual Investors Class R6 | — | — | — | $116.0M | 9.8% | |
| Dodge & Cox Income Class X | — | — | — | $97.8M | 8.3% | |
| Vanguard Total International Stock Index Institutional Shares | — | — | — | $68.4M | 5.8% | |
| American Funds American Balanced Class R6 | — | — | — | $67.2M | 5.7% | |
| T Rowe Price Mid Cap Value I Class | — | — | — | $57.8M | 4.9% | |
| Nyli Winslow Large Cap Growth | — | — | — | $57.8M | 4.9% | |
| American Funds Inflation Linked Bond Class R6 | — | — | — | $52.8M | 4.5% | |
| Cohen And Steers Real Estate Securities Inc Class Z | — | — | — | $31.5M | 2.7% | |
| Emerald Growth Institutional Class | — | — | — | $31.0M | 2.6% | |
| Mfs International Equity | — | — | — | $29.8M | 2.5% | |
| Victory Sophus Emerging Markets Class R6 | — | — | — | $26.7M | 2.3% | |
| Pimco Total Return Institutional Class | — | — | — | $24.9M | 2.1% | |
| Vanguard Total Bond Market Index Institutional Shares | — | — | — | $24.6M | 2.1% | |
| First Eagle Global Class R6 | — | — | — | $21.3M | 1.8% | |
| Jpmorgan Mid Cap Growth Class R6 | — | — | — | $18.2M | 1.5% | |
| Vanguard Mid Cap Index Institutional Shares | — | — | — | $18.0M | 1.5% | |
| Undiscovered Managers Behavioral Value Class R6 | — | — | — | $17.7M | 1.5% | |
| Vanguard Small Cap Index Institutional Shares | — | — | — | $16.8M | 1.4% | |
| Loan to participants | — | — | — | $14.4M | 1.2% | |
| American Funds Europacific Growth Class R6 | — | — | — | $8.5M | 0.7% | |
| Pimco International Bond Us Dollar Hedged Institutional Class | — | — | — | $4.6M | 0.4% | |
| Metropolitan West Total Return Bond Plan Class | — | — | — | $954 | <0.1% | |
| Vanguard Institutional Index Institutional Shares | — | — | — | $227 | <0.1% | |
| Vanguard Total International Stock Index Admiral Shares | — | — | — | $1 | <0.1% |
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