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Original filing (PDF)20251014142337NAL0006407810001
VUORI, INC.
Form 5500
FILING_RECEIVED
VUORI 401(K) PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
1,764
Accounts w/ balance
484
Plan assets (EOY)
$10.8M
Net assets (EOY)
$10.8M
How this plan invests
This plan
29 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
93
/ 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
100
Total plan cost
100
Vendor stack
80
Participation health
65
Knocking points off
- No recordkeeper disclosed on Schedule C.
- Only 27% as many balances as active participants — suggests many active employees aren't deferring.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for VUORI, INC..
Plan sponsor
Name
VUORI, INC.
EIN
46-3958662
Address
5600 AVENIDA ENCINAS · SUITE 100 · CARLSBAD, CA · 92008
Phone
(760) 583-9664
Industry
Retail Tradesee 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
2025-10-14
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)
Auditor
PENSION ASSURANCE, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsAdvisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ONEDIGITAL INVESTMENT ADVISORS | 43-1451524 | OVERLAND PARK, KS | ADVISORY/ CONSULTING FEE | $29K | — |
TPA / Administrator
1| 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)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Nuveen Lifecycle Index 2060 Fund Institutional Mutual Fund | — | — | — | $1.8M | 16.7% | |
| Nuveen Lifecycle Index 2025 Fund Institutional Mutual Fund | — | — | — | $1.8M | 16.7% | |
| Nuveen Lifecycle Index 2030 Fund Institutional Mutual Fund | — | — | — | $1.4M | 13.1% | |
| Nuveen Lifecycle Index 2035 Fund Institutional Mutual Fund | — | — | — | $1.4M | 12.7% | |
| Fidelity 500 Index Fund Mutual Fund | — | — | — | $1.1M | 10.6% | |
| Nuveen Lifecycle Index 2045 Fund Institutional Mutual Fund | — | — | — | $708K | 6.5% | |
| JPMorgan Large Cap Growth Fund R6 Mutual Fund | — | — | — | $473K | 4.4% | |
| Nuveen Lifecycle Index 2040 Fund Institutional Mutual Fund | — | — | — | $389K | 3.6% | |
| Fidelity Mid Cap Index Fund Mutual Fund | — | — | — | $205K | 1.9% | |
| JPMorgan Mid Cap Growth Fund R6 Mutual Fund | — | — | — | $179K | 1.7% | |
| JPMorgan Equity Income Fund R6 Mutual Fund | — | — | — | $171K | 1.6% | |
| Fidelity Small Cap Index Fund Mutual Fund | — | — | — | $164K | 1.5% | |
| PIMCO StocksPLUS International Fund (U.S. Dollar-Hedged) Institutional Mutual Fund | — | — | — | $151K | 1.4% | |
| Pioneer Balanced ESG Fund Y Mutual Fund | — | — | — | $133K | 1.2% | |
| Janus Henderson Global Life Sciences Fund N Mutual Fund | — | — | — | $101K | 0.9% | |
| PIMCO Income Fund Institutional Mutual Fund | — | — | — | $97K | 0.9% | |
| Principal Real Estate Securities Fund Institutional Mutual Fund | — | — | — | $70K | 0.6% | |
| DFA Emerging Markets Social Core Portfolio Mutual Fund | — | — | — | $55K | 0.5% | |
| Janus Henderson Triton Fund N Mutual Fund | — | — | — | $55K | 0.5% | |
| CMFG Stable Value A34 Fully Benefit-Responsive Investment Contract | — | — | — | $53K | 0.5% | |
| Victory Sycamore Established Value Fund R6 Mutual Fund | — | — | — | $52K | 0.5% | |
| Pioneer Bond Fund K Mutual Fund | — | — | — | $50K | 0.5% | |
| Nuveen Lifecycle Index 2050 Fund Institutional Mutual Fund | — | — | — | $22K | 0.2% | |
| Victory Sycamore Small Company Opportunity Fund I Mutual Fund | — | — | — | $13K | 0.1% | |
| Vanguard Federal Money Market Fund Investor Mutual Fund | — | — | — | $9K | <0.1% | |
| Nuveen Lifecycle Index 2055 Fund Institutional Mutual Fund | — | — | — | $2K | <0.1% | |
| Nuveen Lifecycle Index 2020 Fund Institutional Mutual Fund | — | — | — | $2K | <0.1% | |
| Nuveen Lifecycle Index Retirement Income Fund Mutual Fund | — | — | — | $2K | <0.1% |
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