What public Form 5500 filings show about the VTI Specialized 401(k) plan — and how to find and check your own account.
VTI Specialized (EIN 27-3409393) reports VTI SPECIALIZED, LLC on its most recent Form 5500, with $281K in plan assets across 69 active participants. Form 5500 is the annual report employers file with the U.S. Department of Labor for their retirement plans, and it’s public.
See the full VTI Specialized filing — schedules, fees, and providers.
VTI Specialized’s Form 5500 doesn’t separately disclose a recordkeeper we can confirm. The firms named on its Schedule C are service providers — which can include investment managers, trustees, and auditors, and are not necessarily the company that runs your account. To find who runs your 401(k), check your enrollment paperwork or a recent statement, or ask VTI SpecializedHR for the recordkeeper’s name and login.
