Original filing (PDF)20250709115310NAL0012843410001

VTR, INC.

Name: VTR, INC. — VTR, INC. FIELD EMPLOYEES 401(K) PLAN, Form 5500 (2024)
Creator: VTR, INC.

Form 5500-SF

FILING_RECEIVED

VTR, INC. FIELD EMPLOYEES 401(K) PLAN

401(k) retirement plan

Signals · 1

No auditor on file

Active participants

211

Accounts w/ balance

Plan assets (EOY)

$985K

Net assets (EOY)

$985K

Plan health score (directional)

/ 100

Grade B

Above-average plan

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for VTR, INC..

Plan sponsor

Name

VTR, INC.

EIN

80-0242581

Address

2525 MAIN STREET, SUITE 100 · IRVINE, CA · 92614

Phone

(949) 622-1207

Industry

Professional & Technical Servicessee 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

2025-07-09

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2J · 401(k) feature

2K · 401(m) arrangement

2F · ERISA section 404(c)

2G · Total participant-directed accounts

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

3H · Sponsor in controlled / affiliated group

Service providers (Schedule C)

Small plans don't disclose service providers

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