Original filing (PDF)20250421080728NAL0002735569001

VITAL RECORDS, INC.

Name: VITAL RECORDS, INC. — VITAL EMPLOYEES' SAVINGS PLAN, Form 5500 (2023)
Creator: VITAL RECORDS, INC.

Form 5500-SF

FILING_RECEIVED

VITAL EMPLOYEES' SAVINGS PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$13.8M

Net assets (EOY)

$13.8M

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 VITAL RECORDS, INC..

Plan sponsor

Name

VITAL RECORDS, INC.

EIN

22-2330959

Address

P.O. BOX 688 · FLAGTOWN, NJ · 08821

Phone

(908) 369-6900

Industry

Admin Support & Waste Mgmtsee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2023

Plan year begin

2023-10-01

Tax period

2024-09-30

Filed

2025-04-21

Pension benefit codes

2E · Profit-sharing

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

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