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Original filing (PDF)20251002130222NAL0001308386001
VIKOR SCIENTIFIC LLC
Form 5500
FILING_RECEIVED
VIKOR SCIENTIFIC LLC 401(K) PLAN
401(k) retirement plan
Active participants
258
Accounts w/ balance
178
Plan assets (EOY)
$7.9M
Net assets (EOY)
$7.9M
How this plan invests
This plan
28 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
97
/ 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
80
Knocking points off
- 69% balance-to-active ratio — below typical for a healthy 401(k).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for VIKOR SCIENTIFIC LLC.
Plan sponsor
Name
VIKOR SCIENTIFIC LLC
EIN
83-0814475
Address
22 WESTEDGE ST 8TH FL · CHARLESTON, SC · 29403
Phone
(919) 390-4126
Industry
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
2025-10-02
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
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
CLIFTONLARSENALLEN LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $25K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GLOBAL RETIREMENT PARTNERS LLC | — | SAN RAFAEL, CA | INVESTMENT ADVISOR | $24K | — |
Investments
28 direct securities· $7.9M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity Freedom Index 2050 Instl Prem | — | — | — | $998K | 12.6% | |
| Fidelity Freedom Index 2045 Instl Prem | — | — | — | $967K | 12.2% | |
| Fidelity 500 Index | — | — | — | $887K | 11.2% | |
| Fidelity Advisor Equity Growth Z | — | — | — | $693K | 8.7% | |
| Fidelity Freedom Index 2035 Instl Prem | — | — | — | $642K | 8.1% | |
| Fidelity Freedom Index 2040 Instl Prem | — | — | — | $587K | 7.4% | |
| Fidelity Freedom Index 2055 Instl Prem | — | — | — | $529K | 6.7% | |
| Fidelity Freedom Index 2030 Instl Prem | — | — | — | $467K | 5.9% | |
| Fidelity Freedom Index 2060 Instl Prem | — | — | — | $317K | 4.0% | |
| Pimco Real Return Instl 277 Putnam Large Cap Value R6 | — | — | — | $247K | 3.1% | |
| Janus Henderson Balanced N | — | — | — | $231K | 2.9% | |
| Fidelity Freedom Index 2025 Instl Prem | — | — | — | $195K | 2.5% | |
| Massachusetts Financial Services Intl Diversification R6 | — | — | — | $169K | 2.1% | |
| Fidelity Freedom Index 2010 Instl Prem 493 Fidelity Freedom Index 2015 Instl Prem | — | — | — | $147K | 1.9% | |
| Fidelity Advisor Total Bond Z | — | — | — | $121K | 1.5% | |
| JP Morgan Mid Cap Growth R6 | — | — | — | $120K | 1.5% | |
| Empower EI Fixed Account - Series Class I | — | — | — | $88K | 1.1% | |
| Fidelity Small Cap Index | — | — | — | $85K | 1.1% | |
| Fidelity Mid Cap Index | — | — | — | $83K | 1.0% | |
| Similar Party Collateral, Par, or Maturity Value Cost** Value Allspring Mid Cap Value R6 | — | — | — | $80K | 1.0% | |
| Pimco Real Estate Real Return Strategy 1 | — | — | — | $60K | 0.7% | |
| Participants Participant Loans Rates from 5.00% to 9.50% - | — | — | — | $59K | 0.7% | |
| Fidelity Advisor Focused Emerging Mrkt Z | — | — | — | $46K | 0.6% | |
| Clearbridge Small Cap Growth 1 | — | — | — | $46K | 0.6% | |
| Dimensional Fund Advisors US Targeted Value 1 | — | — | — | $40K | 0.5% | |
| Fidelity Freedom Index 2065 Instl Prem | — | — | — | $30K | 0.4% | |
| Prudential Financial High-Yield R6 | — | — | — | $7K | <0.1% | |
| Fidelity Freedom Index 2020 Instl Prem | — | — | — | $7K | <0.1% |
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