· 2022–2024 · DOL EFAST2

Vitori Health, LLC — Vitori Health, LLC 401(k) Plan, Form 5500 (2024)

Original filing (PDF)20251006212547NAL0003969841001

Vitori Health, LLC

Form 5500-SF

FILING_RECEIVED

Vitori Health, LLC 401(k) Plan

401(k) retirement plan · Vitori Health, LLC's Vitori Health, LLC 401(k) Plan held $1.3M in plan assets for 51 participants in 2024.

Active participants

51

Accounts w/ balance

46

Plan assets (EOY)

$1.3M

Net assets (EOY)

$1.3M

Plan health score

Above-average plan

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

100

Total plan cost

n/a

Plan health

26

Vendor & structure

100

Knocking points off

Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (24th percentile).

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.

Decision-maker contacts

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

Plan sponsor

Name

VITORI HEALTH, LLC

EIN

85-4262795all filings

Address

4055 EMBASSY PARKWAY · SUITE 100 · FAIRLAWN, OH · 44333

Phone

(216) 255-3400

Industry

Insurance Agencies & Brokerages· Finance & Insurance

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

2025-10-06

Pension benefit codes

2E · Profit-sharing

2J · 401(k) feature

2T · Default investment account (QDIA)

2F · ERISA section 404(c)

2G · Total participant-directed accounts

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

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

Service providers (Schedule C)

Small plans don't disclose service providers

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