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Original filing (PDF)20251014151410NAL0003132305001
VIEMED, INC.
Form 5500
FILING_RECEIVED
VIEMED, INC. 401(K) PLAN
401(k) retirement plan
Active participants
1,178
Accounts w/ balance
552
Plan assets (EOY)
$25.1M
Net assets (EOY)
$25.1M
How this plan invests
This plan
32 pooled trusts
Schedule D
33 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
86
/ 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
65
Vendor stack
100
Participation health
65
Knocking points off
- 69 bps in Schedule C fees — 137% above peer band of 29 bps.
- Only 47% as many balances as active participants — suggests many active employees aren't deferring.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for VIEMED, INC..
Plan sponsor
Name
VIEMED, INC.
EIN
38-4052008
Address
625 EAST KALISTE SALOOM ROAD · LAFAYETTE, LA · 70508
Phone
(337) 504-3802
Industry
Health Care & Social Assistancesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-14
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)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
DARNALL SIKES & FREDERICK
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
4 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TRANSAMERICA RETIREMENT SOLUTIONS | 13-3689044 | — | RECORDKEEPER | $85K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| AVANTAX ADVISORY SERVICES INC | 75-2176682 | — | INVESTMENT ADVISORY-PLAN | $66K | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| RETIREMENT STRATEGIES GROUP, LLC DE | 72-1450587 | — | TPA | $10K | — |
Accountant / Auditor
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EISENAMPER LLP ATTN ACCOUNTS PAYABL | 87-1363769 | — | AUDIT FIRM | $12K | — |
Investments
33 direct securities · 32 pooled funds· $49.6M(100% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
Uncategorized
$25.1M
33 holdings
Pooled Separate Account
$24.5M
32 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Transamerica Life Insurance Company | — | — | — | $4.5M | 18.0% | |
| VANGUARD 500 INDEX ADMIRAL TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 000 | Pooled Separate Account | — | — | $4.5M | 18.0% | |
| Transamerica Life Insurance Company | — | — | — | $2.8M | 11.2% | |
| VANGURARD TARGET RETIREMENT 2040 TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 000 | Pooled Separate Account | — | — | $2.8M | 11.2% | |
| Transamerica Life Insurance Company | — | — | — | $2.7M | 10.7% | |
| VANGURARD TARGET RETIREMENT 2045 TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 000 | Pooled Separate Account | — | — | $2.7M | 10.7% | |
| Transamerica Life Insurance Company | — | — | — | $2.3M | 9.0% | |
| VANGURARD TARGET RETIREMENT 2050 TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 000 | Pooled Separate Account | — | — | $2.3M | 9.0% | |
| Transamerica Life Insurance Company | — | — | — | $2.2M | 8.9% | |
| VANGURARD TARGET RETIREMENT 2035 TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 000 | Pooled Separate Account | — | — | $2.2M | 8.9% | |
| Transamerica Life Insurance Company | — | — | — | $1.6M | 6.2% | |
| VANGURARD TARGET RETIREMENT 2055 TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 000 | Pooled Separate Account | — | — | $1.6M | 6.2% | |
| Transamerica Life Insurance Company | — | — | — | $1.4M | 5.4% | |
| AMERICAN FUNDS AMERICAN MUTUAL TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 000 | Pooled Separate Account | — | — | $1.4M | 5.4% | |
| Transamerica Life Insurance Company | — | — | — | $939K | 3.7% | |
| FIDELITY INTERNATIONAL INDEX TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 000 | Pooled Separate Account | — | — | $939K | 3.7% | |
| Transamerica Life Insurance Company | — | — | — | $928K | 3.7% | |
| VANGURARD TARGET RETIREMENT 2030 TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 000 | Pooled Separate Account | — | — | $928K | 3.7% | |
| Transamerica Life Insurance Company | — | — | — | $612K | 2.4% | |
| VANGURARD TARGET RETIREMENT 2060 TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 000 | Pooled Separate Account | — | — | $612K | 2.4% | |
| Transamerica Life Insurance Company | — | — | — | $607K | 2.4% | |
| DFA US SMALL CAP TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 000 | Pooled Separate Account | — | — | $607K | 2.4% | |
| Transamerica Life Insurance Company | — | — | — | $582K | 2.3% | |
| VANGUARD EMERGING MKTS STOCK IDX TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 000 | Pooled Separate Account | — | — | $582K | 2.3% | |
| Participant Loans | — | — | — | $555K | 2.2% | |
| Transamerica Life Insurance Company | — | — | — | $428K | 1.7% | |
| VANGUARD MID-CAP GROWTH INDEX ADMIR TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 000 | Pooled Separate Account | — | — | $428K | 1.7% | |
| Transamerica Life Insurance Company | — | — | — | $381K | 1.5% | |
| VANGURARD SMALL CAP VALUE INDEX TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 000 | Pooled Separate Account | — | — | $381K | 1.5% | |
| Transamerica Life Insurance Company | — | — | — | $368K | 1.5% | |
| VANGURARD TARGET RETIREMENT 2025 TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 000 | Pooled Separate Account | — | — | $368K | 1.5% | |
| Transamerica Life Insurance Company | — | — | — | $335K | 1.3% | |
| FIDELITY MID CAP INDEX TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 000 | Pooled Separate Account | — | — | $335K | 1.3% | |
| Transamerica Life Insurance Company | — | — | — | $311K | 1.2% | |
| VANGUARD MID-CAP VALUE INDEX TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 000 | Pooled Separate Account | — | — | $311K | 1.2% | |
| Transamerica Life Insurance Company | — | — | — | $247K | 1.0% | |
| VANGUARD REAL ESTATE INDEX ADMIRAL TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 000 | Pooled Separate Account | — | — | $247K | 1.0% | |
| Transamerica Life Insurance Company | — | — | — | $237K | 0.9% | |
| TRANSAMERICA STABLE VALUE CORE OPT TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 000 | Pooled Separate Account | — | — | $237K | 0.9% | |
| Transamerica Life Insurance Company | — | — | — | $222K | 0.9% | |
| PGIM HIGH YIELD TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 000 | Pooled Separate Account | — | — | $222K | 0.9% | |
| Transamerica Life Insurance Company | — | — | — | $209K | 0.8% | |
| AMERICAN FUNDS CAPITAL WORLD BOND TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 000 | Pooled Separate Account | — | — | $209K | 0.8% | |
| Transamerica Life Insurance Company | — | — | — | $164K | 0.7% | |
| VANGURARD TOTAL BOND MARKET INDEX TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 000 | Pooled Separate Account | — | — | $164K | 0.7% | |
| Transamerica Life Insurance Company | — | — | — | $147K | 0.6% | |
| VOYA INTERMEDIATE BOND TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 000 | Pooled Separate Account | — | — | $147K | 0.6% | |
| Transamerica Life Insurance Company | — | — | — | $139K | 0.6% | |
| FIDELITY INFLATION PROTECTED BOND TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 000 | Pooled Separate Account | — | — | $139K | 0.6% | |
| Transamerica Life Insurance Company | — | — | — | $88K | 0.4% | |
| VANGUARD GROWTH INDEX ADM TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 000 | Pooled Separate Account | — | — | $88K | 0.4% | |
| Transamerica Life Insurance Company | — | — | — | $60K | 0.2% | |
| AMERICAN FUNDS NEW PERSPECTIVE TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 000 | Pooled Separate Account | — | — | $60K | 0.2% | |
| Transamerica Life Insurance Company | — | — | — | $56K | 0.2% | |
| VANGURARD TARGET RETIREMENT INCOME TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 000 | Pooled Separate Account | — | — | $56K | 0.2% | |
| Transamerica Life Insurance Company | — | — | — | $46K | 0.2% | |
| VANGURARD TARGET RETIREMENT 2065 TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 000 | Pooled Separate Account | — | — | $46K | 0.2% | |
| Transamerica Life Insurance Company | — | — | — | $8K | <0.1% | |
| VANGUARD INTERNATIONAL GROWTH INV TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 000 | Pooled Separate Account | — | — | $8K | <0.1% | |
| Transamerica Life Insurance Company | — | — | — | $4K | <0.1% | |
| VANGUARD INTERNATIONAL VALUE INV TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 000 | Pooled Separate Account | — | — | $4K | <0.1% | |
| Transamerica Life Insurance Company | — | — | — | $2K | <0.1% | |
| VANGURARD TARGET RETIREMENT 2070 TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 000 | Pooled Separate Account | — | — | $2K | <0.1% | |
| Transamerica Life Insurance Company | — | — | — | $1K | <0.1% | |
| AMERICAN CENTURY SMALL CAP GROWTH TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 000 | Pooled Separate Account | — | — | $1K | <0.1% |
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