ANA Abreu signed Vitalmd Group Holding. LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Vitalmd Group Holding. LLC's EIN is 54-2129332.
Download the official 2024 Form 5500 (PDF) for Vitalmd Group Holding. LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Vitalmd Group Holding. LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, automatic enrollment, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY O | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $188K | — |
| EMPOWER FINANCIAL SERVICES,INC. | — | GREENWOOD VILLAGE, CO | NONE | $630 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NFP RETIREMENT INC |
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| — |
| ALISO VIEJO, CA |
| INVESTMENT ADVISOR |
| $75K |
| — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| INTERNATIONAL EQUITY FUND FEE CLASS GREAT GRAY · EIN 38-4139853 / PN 631 | Common Collective Trust | — | $73.2M | $70.1M | 18.8% | |
| PRU CORE INTERMEDIATE BOND FUND Guaranteed Investment Contract | Stable Value | — | — | $60.9M | 16.4% | |
| PRU CORE INTERMEDIATE BOND FUND PRUDENTIAL TRUST CO. · EIN 23-6994310 / PN 214 | Common Collective Trust | — | — | $56.9M | 15.3% | |
| LARGE CAP GROWTH III CIT GREAT GRAY · EIN 38-7275327 / PN 001 | Common Collective Trust | — | $45.8M | $47.9M | 12.9% | |
| Vanguard Windsor Fund Admiral Shares Mutual Fund | Mutual Funds | — | $45.4M | $43.7M | 11.7% | |
| CORE PLUS BOND / PGIM FUND EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 299 | Pooled Separate Account | — | $37.2M | $41.3M | 11.1% | |
| Vanguard Large Cap Index Fund Admiral Shares Mutual Fund | Common Collective Trusts | — | $14.8M | $20.6M | 5.5% | |
| Vanguard Small-Cap Value Index Fund Mutual Fund | Common Collective Trusts | — | $14.2M | $18.1M | 4.9% | |
| Victory Sycamore Established Value Fund Class I Mutual Fund | Other securities | — | $17.1M | $17.3M | 4.6% | |
| MID CAP GROWTH I1 GREAT GRAY · EIN 38-4126247 / PN 549 | Common Collective Trust | — | $16.0M | $16.9M | 4.5% | |
| SELF-DIRECTED BROKERAGE ACCOUNTS | Self-Directed Brokerage | — | — | $11.8M | 3.2% | |
| SMALL CAP GROWTH FUND II FEE CLASS GREAT GRAY · EIN 38-4126288 / PN 592 | Common Collective Trust | — | $9.8M | $9.8M | 2.6% | |
| through September 8, 2045 | Other securities | — | — | $3.5M | 0.9% | |
| Fidelity Small Cap Index Fund Mutual Fund | Common Collective Trusts | — | $2.1M | $2.5M | 0.7% | |
| Northern Mid Cap Index Fund Mutual Fund | Common Collective Trusts | — | $2.4M | $2.4M | 0.6% | |
| REAL ESTATE / COHEN & STEERS FUND EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 305 | Pooled Separate Account | — | $1.8M | $2.1M | 0.6% | |
| iShares MSCI Total International Index Fund Class K Mutual Fund | Common Collective Trusts | — | $1.9M | $2.0M | 0.5% | |
| Vanguard Intermediate-Term Treasury Fund Admiral Shares Mutual Fund | Mutual Funds | — | $1.5M | $1.4M | 0.4% | |
| Lord Abbett Bond Debenture Fund Class R6 Mutual Fund | U.S. Treasuries | — | $757K | $706K | 0.2% | |
| PGIM Global Total Return R6 Fund Mutual Fund | Other securities | — | $708K | $649K | 0.2% | |
| Fidelity Advisor Materials Fund Class I Mutual Fund | Mutual Funds | — | $654K | $588K | 0.2% | |
| DFA Inflation-Protected Securities Portfolio Institutional Class Fund Mutual Fund | Mutual Funds | — | $598K | $576K | 0.2% | |
| DFA International Small Company Portfolio Institutional Class Fund Mutual Fund | Mutual Funds | — | $266K | $299K | <0.1% |
