How big is Virta Health Corp.'s plan?

Virta Health Corp.'s plan reported $21.7M in assets and 664 participants for 2024.

Original filing (PDF)20251013173602NAL0002498976001

Virta Health Corp.

Name: Virta Health Corp. — Virta Health Corp. 401(k) Plan, Form 5500 (2024)
Creator: Virta Health Corp.
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Virta Health Corp. 401(k) Plan

401(k) retirement plan · Virta Health Corp.'s Virta Health Corp. 401(k) Plan held $21.7M in plan assets for 664 participants in 2024, with Fidelity as recordkeeper.

Signals · 2

Late participant contributionsCorrective distributions issued

Active participants

664

Accounts w/ balance

555

Plan assets (EOY)

$21.7M

Net assets (EOY)

$21.7M

People on this filing

Shanez Mulliner signed Virta Health Corp.'s 2024 Form 5500 as plan administrator.

Shanez Mulliner — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Virta Health Corp.'s EIN is 47-1055608.

EIN 47-1055608

Plan number 001

Plan year 2024

ACK ID 20251013173602NAL0002498976001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Virta Health Corp. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Virta Health Corp.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for VIRTA HEALTH CORP..

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How this plan invests

This plan

32 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score

Above-average plan

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool.

Compliance & integrity

Total plan cost

Plan health

Vendor & structure

100

Knocking points off

Delinquent participant contributions reported (Schedule H 4a) — 136K (2% of contributions).
Corrective distributions issued (likely failed ADP/ACP testing).
Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (17th percentile).

Helping the score

Below-peer total plan cost (95th percentile).

Plan sponsor

Name

VIRTA HEALTH CORP.

EIN

all filings

Address

440 N BARRANCA AVE · #5386 · COVINA, CA · 91723

Phone

(844) 891-3044

Industry

Professional & Technical Services

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

2025-10-13

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2S · Automatic enrollment

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Service providers (Schedule C)

1 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
FIDELITY INVESTMENTS INSTITUTIONAL	04-2647786	—	RECORDKEEPER	-$1K	—

Investments

32 direct securities· $21.7M(100% of reported assets)

Mutual Funds

$16.8M

17 holdings

Common Collective Trusts

$4.6M

9 holdings

Other securities

$236K

5 holdings

Bonds / Notes

$105K

1 holding

					% of plan
Fidelity Freedom Index 2055 Fund Mutual Fund	Mutual Funds	—	—	$4.8M	22.1%
Fidelity Freedom Index 2050 Fund Mutual Fund	Mutual Funds	—	—	$4.4M	20.1%
Fidelity Freedom Index 2045 Fund Mutual Fund	Mutual Funds	—	—	$2.2M	10.3%
Fidelity Freedom Index 2060 Fund Mutual Fund	Mutual Funds	—	—	$1.9M	8.7%
Fidelity 500 Index Fund Mutual Fund	Common Collective Trusts	—	—	$1.6M	7.3%
Fidelity Freedom Index 2040 Fund Mutual Fund	Mutual Funds	—	—	$1.4M	6.6%
Fidelity Large Cap Growth Index Fund Mutual Fund	Common Collective Trusts	—	—	$1.2M	5.7%
Fidelity Total Market Index Fund Mutual Fund	Common Collective Trusts	—	—	$667K	3.1%
Fidelity Freedom Index 2035 Fund Mutual Fund	Mutual Funds	—	—	$554K	2.6%
Fidelity Freedom Index 2030 Fund Mutual Fund	Mutual Funds	—	—	$550K	2.5%
Fidelity International Index Fund Mutual Fund	Common Collective Trusts	—	—	$336K	1.5%
Fidelity Government Money Market Fund Mutual Fund	Mutual Funds	—	—	$255K	1.2%
Putnam Large Cap Value Fund Mutual Fund	Mutual Funds	—	—	$241K	1.1%
Fidelity Emerging Markets Index Fund Mutual Fund	Common Collective Trusts	—	—	$222K	1.0%
Fidelity Small Cap Index Fund Mutual Fund	Common Collective Trusts	—	—	$211K	1.0%
Fidelity US Bond Index Fund Mutual Fund	Common Collective Trusts	—	—	$176K	0.8%
Fidelity Freedom Index 2065 Fund Mutual Fund	Mutual Funds	—	—	$133K	0.6%
Fidelity Mid Cap Index Fund Mutual Fund	Common Collective Trusts	—	—	$112K	0.5%
participants 9.50%	Bonds / Notes	—	—	$105K	0.5%
JP Morgan Mid Cap Growth Fund Mutual Fund	Other securities	—	—	$93K	0.4%
American Funds New World Fund Mutual Fund	Mutual Funds	—	—	$79K	0.4%
MFS International Equity Fund Mutual Fund	Mutual Funds	—	—	$71K	0.3%
PIMCO RAE US Small Fund Mutual Fund	Mutual Funds	—	—	$64K	0.3%
American Funds The Bond Fund of America Mutual Fund	Mutual Funds	—	—	$62K	0.3%
PGIM High Yield Fund Mutual Fund	Other securities	—	—	$51K	0.2%
Principal Mid Cap Value Fund Mutual Fund	Other securities	—	—	$42K	0.2%
Fidelity International Bond Index Fund Mutual Fund	Common Collective Trusts	—	—	$34K	0.2%
Cohen & Steers Institutional Realty Shares Fd Mutual Fund	Other securities	—	—	$32K	0.1%
Fidelity Freedom Index 2015 Fund Mutual Fund 250 * Fidelity Freedom Index 2020 Fund Mutual Fund 250 * Fidelity Freedom Index 2025 Fund Mutual Fund	Mutual Funds	—	—	$27K	0.1%
Buffalo Small Cap Fund Mutual Fund	Other securities	—	—	$18K	<0.1%
Fidelity Freedom Index Income Fund Mutual Fund 256 * Fidelity Freedom Index 2010 Fund Mutual Fund	Mutual Funds	—	—	$11K	<0.1%
American Funds Inflation Linked Bond Fund Mutual Fund	Mutual Funds	—	—	$2K	<0.1%