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Original filing (PDF)20251015201414NAL0002852771001
VIRTUALLY LLC
Form 5500
FILING_RECEIVED
VIRTUALLY.IO 401(K) PLAN
401(k) retirement plan
Signals · 2
44% in single holdingNo recordkeeper disclosed
Active participants
105
Accounts w/ balance
129
Plan assets (EOY)
$313K
Net assets (EOY)
$313K
How this plan invests
This plan
7 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
87
/ 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
78
Total plan cost
75
Vendor stack
80
Participation health
100
Knocking points off
- Top holding "Vanguard Total Stock Mkt Idx Adm Registered Investment Company" is 44% of plan.
- No recordkeeper disclosed on Schedule C.
Helping the score
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for VIRTUALLY LLC.
Plan sponsor
Name
VIRTUALLY LLC
EIN
38-4194874
Address
1470 TOBIAS GADSON BLVD SUITE 203 · CHARLESTON, SC · 29407
Phone
(843) 792-0370
Industry
Health Care & Social Assistancesee 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
2025-10-15
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2J · 401(k) feature
2F · ERISA section 404(c)
2G · Total participant-directed accounts
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
LEE CPA AUDIT GROUP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
No Schedule C providers reportedInvestments
7 direct securities· $311K(99% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard Total Stock Mkt Idx Adm Registered Investment Company | — | — | — | $137K | 43.8% | |
| Vanguard Total Intl Stock Index Admiral Registered Investment Company | — | — | — | $83K | 26.4% | |
| Vanguard Small Cap Growth Index Admiral Registered Investment Company ** 279 Vanguard Total Bond Market Index Adm Registered Investment Company | — | — | — | $40K | 12.7% | |
| Vanguard Real Estate Index Admiral Registered Investment Company | — | — | — | $23K | 7.4% | |
| Vanguard Total Intl Bd Idx Admiral Registered Investment Company | — | — | — | $18K | 5.7% | |
| Registered Investment Companies Vanguard 500 Index Admiral Registered Investment Company | — | — | — | $6K | 1.8% | |
| Vanguard Shrt-Term Infl-Prot Sec Idx Adm Registered Investment Company | — | — | — | $5K | 1.6% |
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