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Original filing (PDF)20251021101954NAL0003197202001
VIGHTER MANAGEMENT GROUP, LLC
Form 5500
FILING_RECEIVED
VIGHTER MANAGEMENT GROUP, LLC 401(K) PLAN
401(k) retirement plan
Signals · 3
49% in single holding~219 bps in Sched C feesNo recordkeeper disclosed
Active participants
192
Accounts w/ balance
155
Plan assets (EOY)
$1.8M
Net assets (EOY)
$1.8M
How this plan invests
This plan
1 pooled trust
Schedule D
11 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
84
/ 100
Grade B
Above-average plan
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
76
Total plan cost
65
Vendor stack
80
Participation health
100
Knocking points off
- Top holding "Schwab Total Stock MKT Index Pooled Separate Account" is 49% of plan.
- 219 bps in Schedule C fees — 321% above peer band of 52 bps.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for VIGHTER MANAGEMENT GROUP, LLC.
Plan sponsor
Name
VIGHTER MANAGEMENT GROUP, LLC
EIN
32-0382412
Address
10010 SAN PEDRO AVENUE, SUITE 850 · SAN ANTONIO, TX · 78216
Phone
(210) 774-5393
Industry
Constructionsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-21
Pension benefit codes
2A · Age/service weighted or new comparability
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
POOLER CPA GROUP, LLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsOther
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STANCORP FINANCIAL GROUP | 93-1253576 | — | NONE | $32K | — |
| GALLAGHER FIDUCIARY ADVISORS, LLC | 36-4291971 | — | NONE | $8K | — |
Investments
11 direct securities · 1 pooled fund· $3.5M(100% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
Uncategorized
$1.8M
11 holdings
Pooled Separate Account
$1.6M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| SEPARATE ACCOUNT A STANDARD INSURANCE COMPANY · EIN 93-0142990 / PN 005 | Pooled Separate Account | — | — | $1.6M | 90.5% | |
| Schwab Total Stock MKT Index Pooled Separate Account | — | — | — | $885K | 48.8% | |
| Vanguard Total Bond Market Index Pooled Separate Account | — | — | — | $253K | 13.9% | |
| Vanguard Growth Index Pooled Separate Account | — | — | — | $246K | 13.6% | |
| Fidelity International Index Pooled Separate Account | — | — | — | $219K | 12.1% | |
| Insurance Contract * Standard Stable Asset Fund B Guaranteed Insurance Contract | — | — | — | $153K | 8.4% | |
| Vanguard Emerging Markets Index Pooled Separate Account | — | — | — | $25K | 1.4% | |
| Notes Receivable from Participants Maturity dates in 2028 Interest rates from 7.50% - 8.50% - | — | — | — | $20K | 1.1% | |
| Vanguard Midcap Growth Index Pooled Separate Account | — | — | — | $8K | 0.4% | |
| Vanguard Smallcap Value Index Pooled Separate Account ** 475 * Vanguard Balanced Index Pooled Separate Account | — | — | — | $1K | <0.1% | |
| Vanguard Value Index Pooled Separate Account | — | — | — | $1K | <0.1% | |
| Vanguard Smallcap Growth Index Pooled Separate Account | — | — | — | $1K | <0.1% |
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