How big is Vitality Senior Services, LLC's plan?

Vitality Senior Services, LLC's plan reported $268K in assets and 402 participants for 2024.

Original filing (PDF)20250722094041NAL0006380786003

Vitality Senior Services, LLC

Name: Vitality Senior Services, LLC — Vitality Senior, Form 5500 (2024)
Creator: Vitality Senior Services, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Vitality Senior Services, LLC 401(k) Plan

401(k) retirement plan · Vitality Senior Services, LLC's Vitality Senior Services, LLC 401(k) Plan held $268K in plan assets for 402 participants in 2024.

Signals · 1

No auditor on file

Active participants

402

Accounts w/ balance

Plan assets (EOY)

$268K

Net assets (EOY)

$268K

People on this filing

Matthew Bowman signed Vitality Senior Services, LLC's 2024 Form 5500 as plan administrator.

Matthew Bowman — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Vitality Senior Services, LLC's EIN is 82-1009802.

EIN 82-1009802

Plan number 001

Plan year 2024

ACK ID 20250722094041NAL0006380786003

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Vitality Senior Services, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Vitality Senior Services, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for VITALITY SENIOR SERVICES, LLC.

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Plan health score

Average plan with room to improve

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

Total plan cost

n/a

Plan health

Vendor & structure

100

Knocking points off

No independent qualified public accountant (IQPA) named.
Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (3rd percentile).

Helping the score