How big is Vital Care Infusion Services, LLC's plan?

Vital Care Infusion Services, LLC's plan reported $13.7M in assets and 403 participants for 2024.

Original filing (PDF)20250725151805NAL0017536050001

Vital Care Infusion Services, LLC

Name: Vital Care Infusion Services, LLC — Vital Care, Form 5500 (2024)
Creator: Vital Care Infusion Services, LLC
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Vital Care 401(k) Plan

401(k) retirement plan · Vital Care Infusion Services, LLC's Vital Care 401(k) Plan held $13.7M in plan assets for 403 participants in 2024, with The Standard (StanCorp) as recordkeeper.

Signals · 1

Late participant contributions

Active participants

403

Accounts w/ balance

400

Plan assets (EOY)

$13.7M

Net assets (EOY)

$13.7M

Plan identifiers

Vital Care Infusion Services, LLC's EIN is 63-0930408.

EIN 63-0930408

Plan number 001

Plan year 2024

ACK ID 20250725151805NAL0017536050001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Vital Care Infusion Services, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Vital Care Infusion Services, LLC'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 VITAL CARE INFUSION SERVICES, LLC.

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How this plan invests

This plan

31 securities

funds · stocks · CUSIPs

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

Plan health score

Average plan with room to improve

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) — 1K (0% of contributions).
Total administrative cost in the bottom quartile of peers (20th percentile).

Plan sponsor

Name

VITAL CARE INFUSION SERVICES, LLC

EIN

all filings

Address

12 CADILLAC DRIVE SUITE 230 · BRENTWOOD, TN · 37027

Phone

(601) 703-2212

Industry

Health Care & Social Assistance

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

2025-07-25

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)

2 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
STANCORP FINANCIAL GROUP	93-1253576	—	NONE	$44K	—

Other service providers

Name	EIN	Location	Relation	Direct comp	Indirect comp
NORTHWEST MUTUAL WEALTH MANAGEMENT	39-2018056	—	NONE	$28K	—

Investments

31 direct securities· $13.6M(99% of reported assets)

Mutual Funds

$10.5M

22 holdings

Other securities

$1.4M

7 holdings

Common Collective Trusts

$1.3M

1 holding

Common Stocks

$457K

1 holding

					% of plan
American Funds Target Retirement Date 2040 R6	Mutual Funds	—	—	$2.9M	21.1%
American Funds Target Retirement Date 2045 R6	Mutual Funds	—	—	$1.4M	10.3%
American Funds Target Retirement Date 2030 R6	Mutual Funds	—	—	$1.4M	9.9%
American Funds Target Retirement Date 2035 R6	Mutual Funds	—	—	$1.3M	9.8%
Fidelity 500 Index	Common Collective Trusts	—	—	$1.3M	9.4%
American Funds Target Retirement Date 2025 R6	Mutual Funds	—	—	$810K	5.9%
American Funds Target Retirement Date 2050 R6	Mutual Funds	—	—	$783K	5.7%
AllianceBernstein Large Cap Growth Z	Other securities	—	—	$751K	5.5%
American Funds Target Retirement Date 2055 R6	Mutual Funds	—	—	$566K	4.1%
Standard Insurance Company Stable Asset D	Common Stocks	—	—	$457K	3.3%
American Funds Target Retirement Date 2060 R6	Mutual Funds	—	—	$368K	2.7%
PGIM Global Total Return R6 ** 725 Vanguard Explorer Admiral	Mutual Funds	—	—	$351K	2.6%
Macquarie Midcap Growth R6	Other securities	—	—	$306K	2.2%
November 2029 -	Other securities	—	—	$210K	1.5%
American Funds Target Retirement Date 2020 R6	Mutual Funds	—	—	$113K	0.8%
Vanguard Total World Stock Index Admiral	Mutual Funds	—	—	$113K	0.8%
Allspring Special Midcap Value R6	Other securities	—	—	$111K	0.8%
Fidelity Small Cap Index	Mutual Funds	—	—	$103K	0.8%
Vanguard International Value Inv	Mutual Funds	—	—	$78K	0.6%
Fidelity Mid Cap Index	Mutual Funds	—	—	$55K	0.4%
American Funds Europacific Growth R6	Mutual Funds	—	—	$52K	0.4%
American Funds Target Retirement Date 2010 R6	Mutual Funds	—	—	$27K	0.2%
MFS Value R6	Mutual Funds	—	—	$12K	<0.1%
PIMCO Real Return Institutional	Mutual Funds	—	—	$10K	<0.1%
iShares US Aggregate Bond Index K	Other securities	—	—	$9K	<0.1%
American Funds Target Retirement Date 2015 R6	Mutual Funds	—	—	$6K	<0.1%
DFA US Targeted Value I	Mutual Funds	—	—	$5K	<0.1%
Federated Hermes Institutional High Yield Fund R6	Other securities	—	—	$3K	<0.1%
BlackRock Emerging Markets K	Other securities	—	—	$3K	<0.1%
MFS Intl Diversification R6	Mutual Funds	—	—	$2K	<0.1%
American Funds American Balanced R6	Mutual Funds	—	—	$1K	<0.1%