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Original filing (PDF)20260105121932NAL0002094643001
VITALIZE, LLC
Form 5500
FILING_RECEIVED
VITALIZE, LLC 401(K) PLAN
401(k) retirement plan
Signals · 2
Late filing · 1.6 mo~78 bps in Sched C fees
Active participants
21
Accounts w/ balance
166
Plan assets (EOY)
$13.2M
Net assets (EOY)
$13.2M
How this plan invests
This plan
27 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
89
/ 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
94
Concentration risk
100
Total plan cost
65
Vendor stack
100
Participation health
100
Knocking points off
- Filed 1.6 months past the 10.5-month grace window.
- 78 bps in Schedule C fees — 168% above peer band of 29 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for VITALIZE, LLC.
Plan sponsor
Name
VITALIZE, LLC
DBA
BODYBUILDING.COM
EIN
20-5044297
Address
9169 W STATE · #510 · BOISE, ID · 83714
Phone
(866) 236-8417
Industry
Retail Tradesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2026-01-05
Pension benefit codes
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
3B · Covers self-employed individuals
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
2E · Profit-sharing
2R · Participant-directed brokerage (SDBA)
Audit & trust (Schedule H)
Auditor
EIDE BAILLY LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
5 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $4K | — |
Advisor / Consultant
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| COOK STREET CONSULTING, INC. | 84-0854432 | — | CONSULTANT | $36K | — |
| STRATEGIC ADVISORS, INC. | 04-2654524 | — | ADVISOR | $11K | — |
Accountant / Auditor
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EIDE BAILLY LLP | 45-0250958 | — | ACCOUNTANT/AUDITOR | $43K | — |
Legal counsel
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GREENBERG TRAURIG, LLP | 13-3613083 | — | ATTORNEY/LEGAL | $8K | — |
Investments
27 direct securities· $13.2M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity Freedom 2050 Mutual Funds N/A | — | — | — | $2.3M | 17.3% | |
| JPM Large Cap Growth R6 Mutual Funds N/A | — | — | — | $1.7M | 12.9% | |
| Fidelity Freedom 2040 Mutual Funds N/A | — | — | — | $1.7M | 12.7% | |
| Brokeragelink Self-directed Brokerage N/A | — | — | — | $1.6M | 12.4% | |
| Fidelity 500 Index Mutual Funds N/A | — | — | — | $1.4M | 10.4% | |
| Baron Growth Inst Mutual Funds N/A | — | — | — | $1.0M | 8.0% | |
| Dodge & Cox Stock Mutual Funds N/A | — | — | — | $702K | 5.3% | |
| Fidelity Freedom 2060 Mutual Funds N/A | — | — | — | $372K | 2.8% | |
| Artisan Intl Inst Mutual Funds N/A | — | — | — | $282K | 2.1% | |
| TCW MW Tot Rtn Bd M Mutual Funds N/A | — | — | — | $270K | 2.0% | |
| Vanguard Treasury MM Money Market Mutual Fund N/A | — | — | — | $269K | 2.0% | |
| Fidelity Freedom 2045 Mutual Funds N/A | — | — | — | $255K | 1.9% | |
| Fidelity Freedom 2035 Mutual Funds N/A | — | — | — | $189K | 1.4% | |
| Vanguard Tl Intl Bd Idx Ad Mutual Funds N/A 636 Victory S Small Co OP I Mutual Funds N/A | — | — | — | $188K | 1.4% | |
| Vanguard Tot Intl Stk Ad Mutual Funds N/A | — | — | — | $173K | 1.3% | |
| Fidelity Freedom 2030 Mutual Funds N/A | — | — | — | $169K | 1.3% | |
| Fidelity Freedom 2055 Mutual Funds N/A | — | — | — | $145K | 1.1% | |
| Fidelity Extd Mkt Idx Mutual Funds N/A | — | — | — | $126K | 1.0% | |
| Fidelity Us Bond Idx Mutual Funds N/A | — | — | — | $122K | 0.9% | |
| PIMCO High Yield Inst Mutual Funds N/A | — | — | — | $44K | 0.3% | |
| Fidelity Freedom Income Mutual Funds N/A | — | — | — | $43K | 0.3% | |
| Fidelity Freedom 2020 Mutual Funds N/A | — | — | — | $36K | 0.3% | |
| Notes receivable from participants Maturing 2025 - 2030 at interest rates of 4.25% - 9.50% - | — | — | — | $28K | 0.2% | |
| C&S Glb Realty I Mutual Funds N/A | — | — | — | $23K | 0.2% | |
| Vanguard Infl Prot Adm Mutual Funds N/A | — | — | — | $20K | 0.2% | |
| Fidelity Freedom 2065 Mutual Funds N/A | — | — | — | $12K | <0.1% | |
| Fidelity Freedom 2010 Mutual Funds N/A | — | — | — | $4K | <0.1% |
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