How big is VITA Advisors, LLC's plan?

VITA Advisors, LLC's plan reported $305K in assets and 2 participants for 2025.

Original filing (PDF)20260512122257NAL0005542163001

VITA Advisors, LLC

Name: VITA Advisors, LLC — VITA Advisors, LLC 401(k) Plan, Form 5500 (2025)
Creator: VITA Advisors, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

VITA Advisors, LLC 401(k) Plan

401(k) retirement plan · VITA Advisors, LLC's VITA Advisors, LLC 401(k) Plan held $305K in plan assets for 2 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$305K

Net assets (EOY)

$305K

Plan identifiers

VITA Advisors, LLC's EIN is 86-2492529.

EIN 86-2492529

Plan number 001

Plan year 2025

ACK ID 20260512122257NAL0005542163001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for VITA Advisors, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

VITA Advisors, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, a default investment (QDIA).

Decision-maker contacts

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

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Plan health score

Top-tier plan health

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

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (89th percentile).
High account-holder ratio — balance-holders per active participant in the top 15% of peers (85th percentile).

Plan sponsor

Name

VITA ADVISORS, LLC

EIN

all filings

Address

123 S. MILLER RD., SUITE 100 · FAIRLAWN, OH · 44333

Phone

(330) 714-2448

Industry

Finance & Insurance

Plan administrator