Original filing (PDF)20231110115439NAL0000798962001

VITAC CORPORATION

Name: VITAC CORPORATION — VITAC CORPORATION RETIREMENT SAVINGS PLAN, Form 5500 (2022)
Creator: VITAC CORPORATION

Form 5500

FILING_RECEIVED

VITAC CORPORATION RETIREMENT SAVINGS PLAN

401(k) retirement plan

Signals · 1

No ERISA fidelity bond

Active participants

701

Accounts w/ balance

471

Plan assets (EOY)

$20.3M

Net assets (EOY)

$20.3M

How this plan invests

This plan

1 pooled trust

Schedule D

42 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score

Above-average plan

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool.

Compliance & integrity

Total plan cost

Plan health

Vendor & structure

100

Knocking points off

No ERISA fidelity bond reported.
Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (9th percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for VITAC CORPORATION.

Plan sponsor

Name

VITAC CORPORATION

EIN

25-1519537all filings

Address

8300 E MAPLEWOOD AVE #300 · GREENWOOD VILLAGGE, CO · 80111

Phone

(720) 937-1015

Industry

Information / Tech / Mediasee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2022

Plan year begin

2022-01-01

Tax period

2022-12-31

Filed

2023-11-10

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

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

Audit & trust (Schedule H)

Service providers (Schedule C)

5 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
EMPOWER ANNUITY INSURANCE COMPANY O	—	GREENWOOD VILLAGE, CO	RECORDKEEPER	$9K	—
EMPOWER ADVISORY GROUP, LLC	—	GREENWOOD VILLAGE, CO	INVESTMENT MGMT	$2K	—

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp

Investments

42 direct securities · 1 pooled fund· $40.5M(100% of reported assets)

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.

Mutual Funds

$17.1M

18 holdings

Other securities

$16.1M

16 holdings

Common Collective Trusts

$5.1M

7 holdings

Common Collective Trust

$1.2M

1 holding

Stable Value

$942K

1 holding

					% of plan
Metropolitan West Total Return Bond Fund Mutual Fund	Other securities	—	—	$3.3M	16.3%
Metropolitan West Total Return Bond Fund Mutual Fund	Other securities	—	—	$2.9M	14.1%
Pioneer Fundamental Growth Fund Mutual Fund	Other securities	—	—	$2.7M	13.5%
Putnam Large Cap Value Fund Mutual Fund	Mutual Funds	—	—	$2.7M	13.3%
Putnam Large Cap Value Fund Mutual Fund	Mutual Funds	—	—	$2.7M	13.2%
Investments American Funds EuroPacific Growth Fund Mutual Fund	Mutual Funds	—	—	$2.4M	11.6%
Pioneer Fundamental Growth Fund Mutual Fund	Other securities	—	—	$2.2M	10.9%
Investments American Funds EuroPacific Growth Fund Mutual Fund	Mutual Funds	—	—	$1.9M	9.4%
Fidelity 500 Index Fund Mutual Fund	Common Collective Trusts	—	—	$1.4M	7.1%
Fidelity 500 Index Fund Mutual Fund	Common Collective Trusts	—	—	$1.4M	6.8%
Vanguard Total International Stock Index Fund Mutual Fund	Common Collective Trusts	—	—	$1.3M	6.4%
PUTNAM STABLE VALUE FUND PUTNAM INVESTMENTS · EIN 04-3159710 / PN 202	Common Collective Trust	—	—	$1.2M	6.0%
Invesco Developing Markets Fund Mutual Fund	Mutual Funds	—	—	$1.1M	5.2%
Invesco Real Estate Fund Mutual Fund	Mutual Funds	—	—	$1.0M	5.0%
Putnam Stable Value Fund Collective Investment Trust	Stable Value	—	—	$942K	4.6%
Invesco Developing Markets Fund Mutual Fund	Mutual Funds	—	—	$902K	4.4%
John Hancock Disciplined Value Mid Cap Fund Mutual Fund	Other securities	—	—	$829K	4.1%
Invesco Real Estate Fund Mutual Fund	Mutual Funds	—	—	$761K	3.7%
John Hancock Disciplined Value Mid Cap Fund Mutual Fund	Other securities	—	—	$760K	3.7%
Janus Henderson Triton Fund Mutual Fund	Mutual Funds	—	—	$680K	3.3%
American Funds Inflation Linked Bond Fund Mutual Fund	Mutual Funds	—	—	$649K	3.2%
American Funds Inflation Linked Bond Fund Mutual Fund	Mutual Funds	—	—	$611K	3.0%
Royce Small-Cap Total Return Fund Mutual Fund	Other securities	—	—	$604K	3.0%
Janus Henderson Triton Fund Mutual Fund	Mutual Funds	—	—	$590K	2.9%
Hartford MidCap Fund Mutual Fund	Other securities	—	—	$538K	2.6%
Royce Small-Cap Total Return Fund Mutual Fund	Other securities	—	—	$520K	2.6%
Columbia Mid Cap Index Fund Mutual Fund	Common Collective Trusts	—	—	$470K	2.3%
BlackRock High Yield Bond Fund Mutual Fund	Other securities	—	—	$406K	2.0%
Hartford MidCap Fund Mutual Fund	Other securities	—	—	$397K	2.0%
BlackRock High Yield Bond Fund Mutual Fund	Other securities	—	—	$358K	1.8%
Columbia Mid Cap Index Fund Mutual Fund	Common Collective Trusts	—	—	$357K	1.8%
George Putnam Balanced Fund Mutual Fund	Mutual Funds	—	—	$348K	1.7%
George Putnam Balanced Fund Mutual Fund	Mutual Funds	—	—	$309K	1.5%
TD Ameritrade SDB Account Various	Other securities	—	—	$303K	1.5%
Invesco Global Fund Mutual Fund	Mutual Funds	—	—	$277K	1.4%
TD Ameritrade SDB Account Various	Other securities	—	—	$217K	1.1%
Invesco Global Fund Mutual Fund	Mutual Funds	—	—	$200K	1.0%
Columbia Small Cap Index Fund Mutual Fund	Common Collective Trusts	—	—	$98K	0.5%
Columbia Small Cap Index Fund Mutual Fund	Common Collective Trusts	—	—	$91K	0.4%
Fidelity Advisor Strategic Income Fund Mutual Fund	Mutual Funds	—	—	$33K	0.2%
Fidelity Advisor Strategic Income Fund Mutual Fund	Mutual Funds	—	—	$29K	0.1%
Hartford World Bond Fund Mutual Fund	Other securities	—	—	$25K	0.1%
Hartford World Bond Fund Mutual Fund	Other securities	—	—	$24K	0.1%