Back to filter
Original filing (PDF)20231031180431NAL0029253762001
VITAMEDMD, LLC
Form 5500
FILING_RECEIVED
THERAPEUTICS MD 401(K) PLAN
401(k) retirement plan
Active participants
6
Accounts w/ balance
262
Plan assets (EOY)
$13.7M
Net assets (EOY)
$13.7M
Plan health score (directional)
86
/ 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
75
Total plan cost
65
Vendor stack
100
Participation health
100
Knocking points off
- 61 bps in Schedule C fees — 112% above peer band of 29 bps.
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for VITAMEDMD, LLC.
Plan sponsor
Name
VITAMEDMD, LLC
EIN
26-2704476
Address
951 YAMATO ROAD, STE 220 · BOCA RATON, FL · 33431
Phone
(561) 961-1900
Industry
Manufacturingsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2022
Plan year begin
2022-01-01
Tax period
2022-12-31
Filed
2023-10-31
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)
Auditor
BERKOWITZ POLLACK BRANT
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $40K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FORTITUDE ADVISORY GROUP LLC | 81-3385223 | — | INVESTMENT/FINANCIAL ADVI | $44K | — |
Investments
The Schedule of Assets is filed as a free-form PDF attachment on EFAST2; we parse these offline and coverage is partial (priority is the largest plans by EOY assets). This plan also reports no pooled (Schedule D) interests, so its holdings aren’t hidden on a master-trust filing. The line-item data lives on DOL EFAST2 under the same ACK_ID.
See Methodology > Data linkages for how Form 5500 / Schedule H / Schedule D / Schedule of Assets fit together.
Related plans
Other plans using FORTITUDE ADVISORY GROUP LLC
Similar-size Manufacturing plans
LUMIRADX, INC
LUMIRADX, INC. 401(K) PLAN
$13.8M · 116 participants
BIOLIFE SOLUTIONS, INC
BIOLIFE SOLUTIONS, INC 401(K) PLAN
$13.6M · 321 participants
CIVICA, INC.
CIVICA, INC. RETIREMENT SAVINGS PLAN
$13.6M · 262 participants
LIQUIDIA TECHNOLOGIES, INC.
LIQUIDIA TECHNOLOGIES 401(K) PLAN
$13.8M · 164 participants
OREXO US INC.
OREXO US, INC 401(K) PLAN
$13.6M · 55 participants
INHIBRX, INC.
INHIBRX 401(K) PLAN
$13.8M · 159 participants
Large plans in Florida
L3HARRIS TECHNOLOGIES, INC.
L3HARRIS RETIREMENT SAVINGS PLAN
$16.3B · 41,945 participants
L3HARRIS TECHNOLOGIES, INC.
L3HARRIS RETIREMENT SAVINGS PLAN MASTER TRUST
$16.2B
PUBLIX SUPER MARKETS, INC.
PUBLIX SUPER MARKETS, INC. EMPLOYEE STOCK OWNERSHIP PLAN & TRUST
$14.3B · 156,344 participants
PWC US GROUP LLP
SAVINGS PLAN FOR EMPLOYEES AND PARTNERS OF PWC
$13.2B · 49,697 participants
ADP TOTALSOURCE GROUP, INC.
ADP TOTALSOURCE RETIREMENT SAVINGS PLAN
$9.2B · 299,514 participants
PRICEWATERHOUSECOOPERS LLP
SAVINGS PLAN FOR EMPLOYEES AND PARTNERS OF PRICEWATERCOOPERS LLP
$9.1B · 50,893 participants