How big is Vital Wealth's plan?

Vital Wealth's plan reported $226K in assets and 4 participants for 2024.

Original filing (PDF)20251007133716NAL0004646561001

Vital Wealth

Name: Vital Wealth — Vital Wealth 401(k) Retirement, Form 5500 (2024)
Creator: Vital Wealth
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Vital Wealth 401(k) Retirement Savings Plan

401(k) retirement plan · Vital Wealth's Vital Wealth 401(k) Retirement Savings Plan held $226K in plan assets for 4 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$226K

Net assets (EOY)

$226K

People on this filing

Patrick Lonergan signed Vital Wealth's 2024 Form 5500 as plan administrator.

Patrick Lonergan — 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's EIN is 46-3632848.

EIN 46-3632848

Plan number 001

Plan year 2024

ACK ID 20251007133716NAL0004646561001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Vital Wealth's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window.

Decision-maker contacts

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

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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.

Plan sponsor

Name

VITAL WEALTH

EIN

all filings

Address

132 6TH AVENUE S · CLINTON, IA · 52732

Phone

(563) 243-2300

Industry

Finance & Insurance

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

2025-10-07

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2R · Participant-directed brokerage (SDBA)

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

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

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