Julie Dicarlo signed Vitech Systems Group's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Vitech Systems Group's EIN is 13-3785492.
Download the official 2024 Form 5500 (PDF) for Vitech Systems Group from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Vitech Systems Group's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $10K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MORNINGSTAR INVESTMENT MANAGEMENT L | 36-4317381 | — | INV ADV, PARTICIPANTS | $0 | — |
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.
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WILSHIRE ADVISORS LLC | 95-2755361 | — | INVESTMENT ADVISORY | $0 | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Prin LifeTm 2030 Sep Acct-I3 | Pooled Separate Accounts | — | $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 | Pooled Separate Accounts | — | $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 | Common Collective Trusts | — | $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 | Stable Value | — | $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 | Common Stocks | — | $0 | $3.8M | 3.8% | |
| Prin SmallCap Value II SA-I2 | Common Stocks | — | $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 | Other securities | — | $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 | Common Stocks | — | $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 | Common Stocks | — | $0 | $1.5M | 1.5% | |
| Prin LgCap S&P 500 Index SA-I5 | Common Collective Trusts | — | $0 | $1.5M | 1.5% | |
| Prin LargeCap Growth I SA-I2 | Common Stocks | — | $0 | $1.4M | 1.4% | |
| Prin SmCap S&P 600 Index SA-I5 | Common Stocks | — | $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 | Participant loans | — | $0 | $1.2M | 1.2% | |
| American Funds NewWorld R5 | Mutual Funds | — | $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 | Pooled Separate Accounts | — | $0 | $774K | 0.8% | |
| Prin LifeTm 2050 Sep Acct-I3 | Pooled Separate Accounts | — | $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 | Common Collective Trusts | — | $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 | Other securities | — | $0 | $582K | 0.6% | |
| Prin LifeTm 2055 Sep Acct-I3 | Pooled Separate Accounts | — | $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 | Mutual Funds | — | $0 | $448K | 0.4% | |
| Prin Intl Equity Index SA-I3 | Common Collective Trusts | — | $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 | Other securities | — | $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 | Other securities | — | $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 | Other securities | — | $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% |