VU TRAN signed Vitae Health Systems' 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Vitae Health Systems' EIN is 82-5405526.
Download the official 2024 Form 5500 (PDF) for Vitae Health Systems from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Vitae Health Systems' plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $46K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| RAYMOND JAMES | 59-1237041 | — | INVESTMENT ADVISORY | $0 | — |
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.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Great Gray Trust Company Common/Collective Trust MyWayRetirement Indx 2040 | Common Collective Trusts | — | — | $735K | 18.0% | |
| MYWAYRTMT IDX 2040 FUND GREAT GRAY TRUST COMPANY · EIN 38-4065295 / PN 379 | Common Collective Trust | — | — | $735K | 18.0% | |
| Great Gray Trust Company Common/Collective Trust MyWayRetirement Indx 2055 | Common Collective Trusts | — | — | $634K | 15.5% | |
| MYWAYRTMT IDX 2055 FUND GREAT GRAY TRUST COMPANY · EIN 38-4065302 / PN 386 | Common Collective Trust | — | — | $634K | 15.5% | |
| Great Gray Trust Company Common/Collective Trust MyWayRetirement Indx 2035 | Common Collective Trusts | — | — | $585K | 14.3% | |
| MYWAYRTMT IDX 2035 FUND GREAT GRAY TRUST COMPANY · EIN 38-4065300 / PN 384 | Common Collective Trust | — | — | $585K | 14.3% | |
| BLACKROCK EQUITY INDX FD CLASS 1 GREAT GRAY TRUST COMPANY · EIN 20-3802168 / PN 001 | Common Collective Trust | — | — | $549K | 13.4% | |
| Great Gray Trust Company Common/Collective Trust MyWayRetirement Indx 2050 | Common Collective Trusts | — | — | $434K | 10.6% | |
| MYWAYRTMT IDX 2050 FUND GREAT GRAY TRUST COMPANY · EIN 38-4065307 / PN 391 | Common Collective Trust | — | — | $434K | 10.6% | |
| Great Gray Trust Company Common/Collective Trust MyWayRetirement Indx 2060 | Common Collective Trusts | — | — | $360K | 8.8% | |
| MYWAYRTMT IDX 2060 FUND GREAT GRAY TRUST COMPANY · EIN 38-4065295 / PN 381 | Common Collective Trust | — | — | $360K | 8.8% | |
| Great Gray Trust Company Common/Collective Trust MyWayRetirement Indx 2045 | Common Collective Trusts | — | — | $279K | 6.8% | |
| MYWAYRTMT IDX 2045 FUND GREAT GRAY TRUST COMPANY · EIN 38-4065301 / PN 385 | Common Collective Trust | — | — | $279K | 6.8% | |
| Great Gray Trust Company Common/Collective Trust MyWayRetirement Indx Retirement | Common Collective Trusts | — | — | $177K | 4.3% | |
| MYWAYRTMT IDX RETIREMENT FUND GREAT GRAY TRUST COMPANY · EIN 38-4065298 / PN 382 | Common Collective Trust | — | — | $177K | 4.3% | |
| Great Gray Trust Company Common/Collective Trust MyWayRetirement Indx 2065 12 * Participant Loans Maturing 2025-2029 Interest Rates Range From 5.75% To 9.50% | Common Collective Trusts | — | — | $119K | 2.9% | |
| Great Gray Trust Company Common/Collective Trust MyWayRetirement Indx 2030 | Common Collective Trusts | — | — | $97K | 2.4% | |
| MYWAYRTMT IDX 2030 FUND GREAT GRAY TRUST COMPANY · EIN 38-4065294 / PN 378 | Common Collective Trust | — | — | $97K | 2.4% | |
| MYWAYRTMT LRG CAP GRTH R GREAT GRAY TRUST COMPANY · EIN 38-4139869 / PN 647 | Common Collective Trust | — | — | $78K | 1.9% | |
| Great Gray Trust Company Common/Collective Trust MyWayRetirement Lrg Cap Val | Common Collective Trusts | — | — | $21K | 0.5% | |
| MYWAYRTMT LARGECAP VAL R GREAT GRAY TRUST COMPANY · EIN 38-7264527 / PN 690 | Common Collective Trust | — | — | $21K | 0.5% | |
| MYWAYRTMT BALANCED R FD GREAT GRAY TRUST COMPANY · EIN 38-4139866 / PN 644 | Common Collective Trust | — | — | $13K | 0.3% | |
| BLACKROCK RUSS 2000 IDX CL R GREAT GRAY TRUST COMPANY · EIN 20-3802587 / PN 004 | Common Collective Trust | — | — | $5K | 0.1% | |
| MYWAYRTMT MULTI-SEC BD R GREAT GRAY TRUST COMPANY · EIN 38-4139871 / PN 649 | Common Collective Trust | — | — | $2K | <0.1% | |
| MYWAYRTMT IDX 2065 FUND GREAT GRAY TRUST COMPANY · EIN 38-4139859 / PN 636 | Common Collective Trust | — | — | $12 | <0.1% | |
| MYWAYRTMT EMERG MRKYS R GREAT GRAY TRUST COMPANY · EIN 38-7264529 / PN 692 | Common Collective Trust | — | — | $6 | <0.1% | |
| MYWAYRTMT IDX 2025 FUND GREAT GRAY TRUST COMPANY · EIN 38-4065299 / PN 382 | Common Collective Trust | — | — | $0 | <0.1% | |
| CLACKROCK MID CAP EQ IDX CL 1 GREAT GRAY TRUST COMPANY · EIN 20-3802327 / PN 003 | Common Collective Trust | — | — | $0 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ORENDA RETIREMENMT LLC | 36-4877979 | — | CONTRACT ADMINISTRATOR | $10K | — |
