How big is Vital Wealth Management, LLC's plan?

Vital Wealth Management, LLC's plan reported $247K in assets and 2 participants for 2024.

Original filing (PDF)20251003140718NAL0000846179001

Vital Wealth Management, LLC

Name: Vital Wealth Management, LLC — Vital Wealth, Form 5500 (2024)
Creator: Vital Wealth Management, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Vital Wealth Management 401(k) Plan

401(k) retirement plan · Vital Wealth Management, LLC's Vital Wealth Management 401(k) Plan held $247K in plan assets for 2 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$247K

Net assets (EOY)

$247K

People on this filing

Anthony Kratofil signed Vital Wealth Management, LLC's 2024 Form 5500 as plan administrator.

Anthony Kratofil — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Vital Wealth Management, LLC's EIN is 27-4773321.

EIN 27-4773321

Plan number 001

Plan year 2024

ACK ID 20251003140718NAL0000846179001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Vital Wealth Management, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Vital Wealth Management, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for VITAL WEALTH MANAGEMENT, LLC.

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Plan health score

Top-tier plan health

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. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (89th percentile).

Plan sponsor

Name

VITAL WEALTH MANAGEMENT, LLC

EIN

all filings

Address

9501 TECHNOLOGY BLVD · SUITE 3600 · ROSEMONT, IL · 60018

Phone

(847) 348-1903

Industry

Finance & Insurance

Plan administrator