Cheri Durst signed Vitalize, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Vitalize, LLC's EIN is 20-5044297.
Download the official 2024 Form 5500 (PDF) for Vitalize, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Vitalize, LLC's plan includes ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA), profit-sharing, a self-directed brokerage window.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $4K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| COOK STREET CONSULTING, INC. | 84-0854432 | — | CONSULTANT | $36K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Fidelity Freedom 2050 Mutual Funds N/A | Mutual Funds | — | — | $2.3M | 17.3% | |
| JPM Large Cap Growth R6 Mutual Funds N/A | Other securities | — | — | $1.7M | 12.9% | |
| Fidelity Freedom 2040 Mutual Funds N/A | Mutual Funds | — | — | $1.7M | 12.7% | |
| Brokeragelink Self-directed Brokerage N/A | Self-Directed Brokerage | — | — | $1.6M | 12.4% | |
| Fidelity 500 Index Mutual Funds N/A | Common Collective Trusts | — | — | $1.4M | 10.4% | |
| Baron Growth Inst Mutual Funds N/A | Other securities | — | — | $1.0M | 8.0% | |
| Dodge & Cox Stock Mutual Funds N/A | Mutual Funds | — | — | $702K | 5.3% | |
| Fidelity Freedom 2060 Mutual Funds N/A | Mutual Funds | — | — | $372K | 2.8% | |
| Artisan Intl Inst Mutual Funds N/A | Other securities | — | — | $282K | 2.1% | |
| TCW MW Tot Rtn Bd M Mutual Funds N/A | Other securities | — | — | $270K | 2.0% | |
| Vanguard Treasury MM Money Market Mutual Fund N/A | Mutual Funds | — | — | $269K | 2.0% | |
| Fidelity Freedom 2045 Mutual Funds N/A | Mutual Funds | — | — | $255K | 1.9% | |
| Fidelity Freedom 2035 Mutual Funds N/A | Mutual Funds | — | — | $189K | 1.4% | |
| Vanguard Tl Intl Bd Idx Ad Mutual Funds N/A 636 Victory S Small Co OP I Mutual Funds N/A | Common Collective Trusts | — | — | $188K | 1.4% | |
| Vanguard Tot Intl Stk Ad Mutual Funds N/A | Mutual Funds | — | — | $173K | 1.3% | |
| Fidelity Freedom 2030 Mutual Funds N/A | Mutual Funds | — | — | $169K | 1.3% | |
| Fidelity Freedom 2055 Mutual Funds N/A | Mutual Funds | — | — | $145K | 1.1% | |
| Fidelity Extd Mkt Idx Mutual Funds N/A | Common Collective Trusts | — | — | $126K | 1.0% | |
| Fidelity Us Bond Idx Mutual Funds N/A | Common Collective Trusts | — | — | $122K | 0.9% | |
| PIMCO High Yield Inst Mutual Funds N/A | Mutual Funds | — | — | $44K | 0.3% | |
| Fidelity Freedom Income Mutual Funds N/A | Mutual Funds | — | — | $43K | 0.3% | |
| Fidelity Freedom 2020 Mutual Funds N/A | Mutual Funds | — | — | $36K | 0.3% | |
| Notes receivable from participants Maturing 2025 - 2030 at interest rates of 4.25% - 9.50% - | Bonds / Notes | — | — | $28K | 0.2% | |
| C&S Glb Realty I Mutual Funds N/A | Other securities | — | — | $23K | 0.2% | |
| Vanguard Infl Prot Adm Mutual Funds N/A | Mutual Funds | — | — | $20K | 0.2% | |
| Fidelity Freedom 2065 Mutual Funds N/A | Mutual Funds | — | — | $12K | <0.1% | |
| Fidelity Freedom 2010 Mutual Funds N/A | Mutual Funds | — | — | $4K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| STRATEGIC ADVISORS, INC. |
| 04-2654524 |
| — |
| ADVISOR |
| $11K |
| — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EIDE BAILLY LLP | 45-0250958 | — | ACCOUNTANT/AUDITOR | $43K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GREENBERG TRAURIG, LLP | 13-3613083 | — | ATTORNEY/LEGAL | $8K | — |
