Original filing (PDF)20241001075336NAL0003837523001

VITALYST, LLC

Name: VITALYST, LLC — VITALYST, LLC 401(K) PROFIT SHARING PLAN, Form 5500 (2023)
Creator: VITALYST, LLC

Form 5500-SF

FILING_RECEIVED

VITALYST, LLC 401(K) PROFIT SHARING PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

Net assets (EOY)

Plan health score (directional)

/ 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

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for VITALYST, LLC.

Plan sponsor

Name

VITALYST, LLC

EIN

20-3530443

Address

ONE BALA PLAZA · SUITE 434 · BALA CYNWYD, PA · 190041403

Phone

(610) 668-3516

Industry

Professional & Technical Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2023

Plan year begin

2024-01-01

Tax period

2024-01-25

Filed

2024-10-01

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)

Small plans don't disclose service providers

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