How big is Vuori, Inc.'s plan?

Vuori, Inc.'s plan reported $10.8M in assets and 1,764 participants for 2024.

Original filing (PDF)20251014142337NAL0006407810001

Vuori, Inc.

Name: Vuori, Inc. — Vuori 401(k) Plan, Form 5500 (2024)
Creator: Vuori, Inc.
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Vuori 401(k) Plan

401(k) retirement plan · Vuori, Inc.'s Vuori 401(k) Plan held $10.8M in plan assets for 1,764 participants in 2024.

Signals · 2

Corrective distributions issuedNo recordkeeper disclosed

Active participants

1,764

Accounts w/ balance

484

Plan assets (EOY)

$10.8M

Net assets (EOY)

$10.8M

People on this filing

Timothy Ratto signed Vuori, Inc.'s 2024 Form 5500 as plan administrator.

Timothy Ratto — 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

Vuori, Inc.'s EIN is 46-3958662.

EIN 46-3958662

Plan number 001

Plan year 2024

ACK ID 20251014142337NAL0006407810001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Vuori, Inc.'s plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a default investment (QDIA).

Decision-maker contacts

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

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How this plan invests

This plan

28 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score

Average plan with room to improve

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.

Compliance & integrity

Total plan cost

Plan health

Vendor & structure

100

Knocking points off

Corrective distributions issued (likely failed ADP/ACP testing).
Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (2nd percentile).
Bottom-decile employer contributions per participant (10th percentile).

Plan sponsor

Name

VUORI, INC.

EIN

all filings

Address

5600 AVENIDA ENCINAS · SUITE 100 · CARLSBAD, CA · 92008

Phone

(760) 583-9664

Industry

Retail Trade

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

2025-10-14

Pension benefit codes

2E · Profit-sharing

2J · 401(k) feature

2K · 401(m) arrangement

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2T · Default investment account (QDIA)

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

Audit & trust (Schedule H)

Service providers (Schedule C)

2 rows

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
ONEDIGITAL INVESTMENT ADVISORS	43-1451524	OVERLAND PARK, KS	ADVISORY/ CONSULTING FEE	$29K	—

TPA / Administrator

Name	EIN	Location	Relation	Direct comp	Indirect comp
PREMIER PLAN CONSULTANTS	82-0986372	SAN DIEGO, CA	THIRD PARTY ADMIN	$8K	—

Investments

28 direct securities· $10.7M(99% of reported assets)

Mutual Funds

$8.0M

16 holdings

Common Collective Trusts

$1.5M

3 holdings

Other securities

$1.1M

7 holdings

Stable Value

$53K

1 holding

Common Stocks

$13K

1 holding

					% of plan
Nuveen Lifecycle Index 2060 Fund Institutional Mutual Fund	Mutual Funds	—	—	$1.8M	16.7%
Nuveen Lifecycle Index 2025 Fund Institutional Mutual Fund	Mutual Funds	—	—	$1.8M	16.7%
Nuveen Lifecycle Index 2030 Fund Institutional Mutual Fund	Mutual Funds	—	—	$1.4M	13.1%
Nuveen Lifecycle Index 2035 Fund Institutional Mutual Fund	Mutual Funds	—	—	$1.4M	12.7%
Fidelity 500 Index Fund Mutual Fund	Common Collective Trusts	—	—	$1.1M	10.6%
Nuveen Lifecycle Index 2045 Fund Institutional Mutual Fund	Mutual Funds	—	—	$708K	6.5%
JPMorgan Large Cap Growth Fund R6 Mutual Fund	Other securities	—	—	$473K	4.4%
Nuveen Lifecycle Index 2040 Fund Institutional Mutual Fund	Mutual Funds	—	—	$389K	3.6%
Fidelity Mid Cap Index Fund Mutual Fund	Common Collective Trusts	—	—	$205K	1.9%
JPMorgan Mid Cap Growth Fund R6 Mutual Fund	Other securities	—	—	$179K	1.7%
JPMorgan Equity Income Fund R6 Mutual Fund	Other securities	—	—	$171K	1.6%
Fidelity Small Cap Index Fund Mutual Fund	Common Collective Trusts	—	—	$164K	1.5%
PIMCO StocksPLUS International Fund (U.S. Dollar-Hedged) Institutional Mutual Fund	Mutual Funds	—	—	$151K	1.4%
Pioneer Balanced ESG Fund Y Mutual Fund	Other securities	—	—	$133K	1.2%
Janus Henderson Global Life Sciences Fund N Mutual Fund	Mutual Funds	—	—	$101K	0.9%
PIMCO Income Fund Institutional Mutual Fund	Mutual Funds	—	—	$97K	0.9%
Principal Real Estate Securities Fund Institutional Mutual Fund	Other securities	—	—	$70K	0.6%
DFA Emerging Markets Social Core Portfolio Mutual Fund	Mutual Funds	—	—	$55K	0.5%
Janus Henderson Triton Fund N Mutual Fund	Mutual Funds	—	—	$55K	0.5%
CMFG Stable Value A34 Fully Benefit-Responsive Investment Contract	Stable Value	—	—	$53K	0.5%
Victory Sycamore Established Value Fund R6 Mutual Fund	Other securities	—	—	$52K	0.5%
Pioneer Bond Fund K Mutual Fund	Other securities	—	—	$50K	0.5%
Nuveen Lifecycle Index 2050 Fund Institutional Mutual Fund	Mutual Funds	—	—	$22K	0.2%
Victory Sycamore Small Company Opportunity Fund I Mutual Fund	Common Stocks	—	—	$13K	0.1%
Vanguard Federal Money Market Fund Investor Mutual Fund	Mutual Funds	—	—	$9K	<0.1%
Nuveen Lifecycle Index 2055 Fund Institutional Mutual Fund	Mutual Funds	—	—	$2K	<0.1%
Nuveen Lifecycle Index 2020 Fund Institutional Mutual Fund	Mutual Funds	—	—	$2K	<0.1%
Nuveen Lifecycle Index Retirement Income Fund Mutual Fund	Mutual Funds	—	—	$2K	<0.1%