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Original filing (PDF)20251014113929NAL0001293363001
VITALMD GROUP HOLDING. LLC
Form 5500
FILING_RECEIVED
VITALMD 401(K) PLAN
401(k) retirement plan
Active participants
2,859
Accounts w/ balance
3,429
Plan assets (EOY)
$371.9M
Net assets (EOY)
$371.9M
How this plan invests
This plan
7 pooled trusts
Schedule D
22 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
100
/ 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
100
Participation health
100
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for VITALMD GROUP HOLDING. LLC.
Plan sponsor
Name
VITALMD GROUP HOLDING. LLC
EIN
54-2129332
Address
3225 AVIATION AVE SUITE 700 · MIAMI, FL · 33133
Phone
(305) 273-4641
Industry
Offices of Physicians· 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
2025-10-14
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2R · Participant-directed brokerage (SDBA)
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
HALLER ROBBINS EPELBAUM MISIUNASLLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY O | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $188K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NFP RETIREMENT INC | — | ALISO VIEJO, CA | INVESTMENT ADVISOR | $75K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER FINANCIAL SERVICES,INC. | — | GREENWOOD VILLAGE, CO | NONE | $630 | — |
Investments
16 direct securities · 7 pooled funds· $431.8M(100% of reported assets)
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.
Common Collective Trust
$201.6M
5 holdings
Uncategorized
$186.9M
16 holdings
Pooled Separate Account
$43.4M
2 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % 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 | — | — | — | $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 | — | — | $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 | — | — | $14.8M | $20.6M | 5.5% | |
| Vanguard Small-Cap Value Index Fund Mutual Fund | — | — | $14.2M | $18.1M | 4.9% | |
| Victory Sycamore Established Value Fund Class I Mutual Fund | — | — | $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 | — | — | — | $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 | — | — | — | $3.5M | 0.9% | |
| Fidelity Small Cap Index Fund Mutual Fund | — | — | $2.1M | $2.5M | 0.7% | |
| Northern Mid Cap Index Fund Mutual Fund | — | — | $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 | — | — | $1.9M | $2.0M | 0.5% | |
| Vanguard Intermediate-Term Treasury Fund Admiral Shares Mutual Fund | — | — | $1.5M | $1.4M | 0.4% | |
| Lord Abbett Bond Debenture Fund Class R6 Mutual Fund | — | — | $757K | $706K | 0.2% | |
| PGIM Global Total Return R6 Fund Mutual Fund | — | — | $708K | $649K | 0.2% | |
| Fidelity Advisor Materials Fund Class I Mutual Fund | — | — | $654K | $588K | 0.2% | |
| DFA Inflation-Protected Securities Portfolio Institutional Class Fund Mutual Fund | — | — | $598K | $576K | 0.2% | |
| DFA International Small Company Portfolio Institutional Class Fund Mutual Fund | — | — | $266K | $299K | <0.1% |
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