Original filing (PDF)20240725140842NAL0008291123001

VITALITY HOME CARE, INC.

Name: VITALITY HOME CARE, INC. — TRILOGY 401(K) PLAN, Form 5500 (2023)
Creator: VITALITY HOME CARE, INC.

Form 5500

FILING_RECEIVED

TRILOGY 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

Net assets (EOY)

How this plan invests

This plan

1 collective trust

Schedule D

Individual securities

on each trust's filing

This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.

Plan health score (directional)

/ 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

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

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

Plan sponsor

Name

VITALITY HOME CARE, INC.

EIN

81-2019673

Address

1645 PALM BEACH LAKES BLVD STE 1100 · WEST PALM BEACH, FL · 33401

Phone

(561) 697-3606

Industry

Other Services (ex. Public Admin)see all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2023

Plan year begin

2023-01-01

Tax period

2023-12-19

Filed

2024-07-25

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

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

Audit & trust (Schedule H)

Service providers (Schedule C)

5 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
VOYA RETIREMENT AND ANNUITY CO	71-0294708	—	RECORD KEEPER	$2K	—

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
MORNINGSTAR INVESTMENT MANAGEMENT	36-4317381	—	INVESTMENT ADVISOR	$2K	—
MORNINGSTAR INVESTMENT MANAGEMENT	36-3297908	—	INVESTMENT ADVISOR	$0	—

Investments

1 pooled fund· $0

Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.

Investment	Type	Current value	% of plan
POOLED SEPARATE ACCOUNT VOYA INSURANCE AND ANNUITY COMPANY · EIN 71-0294708 / PN 000	Pooled Separate Account	$0	—

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