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Original filing (PDF)20250820175357NAL0001698387001
VITECH SYSTEMS GROUP
Form 5500
FILING_RECEIVED
VITECH SYSTEMS SUB, LLC 401(K) PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
412
Accounts w/ balance
580
Plan assets (EOY)
$101.1M
Net assets (EOY)
$101.1M
How this plan invests
This plan
23 pooled trusts
Schedule D
32 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.
Helping the score
- Below-peer total fees (1 bps vs 10 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for VITECH SYSTEMS GROUP.
Plan sponsor
Name
VITECH SYSTEMS GROUP
EIN
13-3785492
Address
401 PARK AVENUE SOUTH · 12TH FLOOR · NEW YORK, NY · 100168808
Phone
(646) 344-5341
Industry
Professional & Technical Servicessee 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
2025-08-20
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)
Audit & trust (Schedule H)
Auditor
COHNREZNICK LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsAdvisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WILSHIRE ADVISORS LLC | 95-2755361 | — | INVESTMENT ADVISORY | $0 | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $10K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MORNINGSTAR INVESTMENT MANAGEMENT L | 36-4317381 | — | INV ADV, PARTICIPANTS | $0 | — |
Investments
24 direct securities · 23 pooled funds· $161.4M(100% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
Pooled Separate Account
$90.8M
22 holdings
Uncategorized
$68.0M
24 holdings
Common Collective Trust
$2.6M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Prin LifeTm 2030 Sep Acct-I3 | — | — | $0 | $21.7M | 21.5% | |
| PRIN LGCAP S&P 500 INDEX SA-I5 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 016 | Pooled Separate Account | — | — | $21.7M | 21.5% | |
| PRIN LIFETM 2040 SEP ACCT-I3 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 078 | Pooled Separate Account | — | $0 | $11.1M | 11.0% | |
| PRIN LARGECAP GROWTH I SA-I2 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 066 | Pooled Separate Account | — | — | $10.6M | 10.5% | |
| Prin LifeTm 2025 Sep Acct-I3 | — | — | $0 | $10.6M | 10.5% | |
| PRIN LIFETM 2035 SEP ACCT-I3 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 112 | Pooled Separate Account | — | $0 | $9.5M | 9.4% | |
| PRIN LIFETM 2045 SEP ACCT-I3 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 113 | Pooled Separate Account | — | $0 | $6.6M | 6.6% | |
| Prin MidCap S&P 400 Idx SA-I5 | — | — | $0 | $6.0M | 5.9% | |
| PRIN LIFETM 2050 SEP ACCT-I3 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 079 | Pooled Separate Account | — | — | $6.0M | 5.9% | |
| Principal Stable Value Inst | — | — | $0 | $5.7M | 5.7% | |
| PRIN SMCAP S&P 600 INDEX SA-I5 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 028 | Pooled Separate Account | — | — | $5.7M | 5.7% | |
| PRIN LIFETM 2055 SEP ACCT-I3 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 114 | Pooled Separate Account | — | — | $3.8M | 3.8% | |
| Prin SmallCap Growth I SA-I2 | — | — | $0 | $3.8M | 3.8% | |
| Prin SmallCap Value II SA-I2 | — | — | $0 | $3.1M | 3.0% | |
| PRIN LIFETM 2060 SEP ACCT-I3 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 130 | Pooled Separate Account | — | — | $3.1M | 3.0% | |
| PGIM High Yield R4 Fund | — | — | $0 | $2.6M | 2.6% | |
| PRINCIPAL STABLE VALUE INST PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 93-6274328 / PN 001 | Common Collective Trust | — | — | $2.6M | 2.6% | |
| PRIN LIFETM 2030 SEP ACCT-I3 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 077 | Pooled Separate Account | — | $0 | $2.4M | 2.4% | |
| PRIN INTL EQUITY INDEX SA-I3 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 121 | Pooled Separate Account | — | — | $1.9M | 1.9% | |
| Prin LifeTm Str Inc SA-I3 | — | — | $0 | $1.9M | 1.9% | |
| PRIN LIFETM 2025 SEP ACCT-I3 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 111 | Pooled Separate Account | — | $0 | $1.9M | 1.9% | |
| PRIN SMALLCAP GROWTH I SA-I2 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 070 | Pooled Separate Account | — | — | $1.5M | 1.5% | |
| Principal Overseas SA-I2 | — | — | $0 | $1.5M | 1.5% | |
| Prin LgCap S&P 500 Index SA-I5 | — | — | $0 | $1.5M | 1.5% | |
| Prin LargeCap Growth I SA-I2 | — | — | $0 | $1.4M | 1.4% | |
| Prin SmCap S&P 600 Index SA-I5 | — | — | $0 | $1.3M | 1.3% | |
| PRIN MIDCAP S&P 400 IDX SA-I5 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 023 | Pooled Separate Account | — | — | $1.3M | 1.3% | |
| Participant Loans | — | — | $0 | $1.2M | 1.2% | |
| American Funds NewWorld R5 | — | — | $0 | $978K | 1.0% | |
| PRIN LIFETM 2065 SEP ACCT-I3 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 173 | Pooled Separate Account | — | $0 | $949K | 0.9% | |
| Prin LifeTm 2060 Sep Acct-I3 | — | — | $0 | $774K | 0.8% | |
| Prin LifeTm 2050 Sep Acct-I3 | — | — | $0 | $729K | 0.7% | |
| PRIN SMALLCAP VALUE II SA-I2 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 096 | Pooled Separate Account | — | — | $729K | 0.7% | |
| T Rwe Pr QM US Bd Idx Fd | — | — | $0 | $704K | 0.7% | |
| PRIN GL REAL EST SEC SA-I3 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 136 | Pooled Separate Account | — | $0 | $637K | 0.6% | |
| AB Global Bond I Fund | — | — | $0 | $582K | 0.6% | |
| Prin LifeTm 2055 Sep Acct-I3 | — | — | $0 | $477K | 0.5% | |
| PRINCIPAL OVERSEAS SA-I2 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 116 | Pooled Separate Account | — | — | $477K | 0.5% | |
| MFS Value R4 Fund | — | — | $0 | $448K | 0.4% | |
| Prin Intl Equity Index SA-I3 | — | — | $0 | $411K | 0.4% | |
| PRIN LIFETM 2020 SEP ACCT-I3 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 076 | Pooled Separate Account | — | — | $411K | 0.4% | |
| Am Funds Infla Linked Bd R5 Fd | — | — | $0 | $382K | 0.4% | |
| PRIN LIFETM 2070 SEP ACCT-I3 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 179 | Pooled Separate Account | — | $0 | $167K | 0.2% | |
| BlackRock Total Return I Fund | — | — | $0 | $162K | 0.2% | |
| PRIN LIFETM 2015 SEP ACCT-I3 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 110 | Pooled Separate Account | — | — | $82K | <0.1% | |
| Am Fds EuroPacific Grth R5 Fd | — | — | $0 | $17K | <0.1% | |
| PRIN LIFETM STR INC SA-I3 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 080 | Pooled Separate Account | — | — | $17K | <0.1% |