Sarah Danek signed Vitalsmarts, LC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Vitalsmarts, LC's EIN is 87-0664848.
Download the official 2024 Form 5500 (PDF) for Vitalsmarts, LC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Vitalsmarts, LC's plan includes ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA), a self-directed brokerage window, profit-sharing.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | -$1K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STRATEGIC ADVISORS, INC. | 04-2654524 | — | ADVISOR | $8K | — |
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.
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Fidelity Freedom 2045 K Fund Mutual Funds | Mutual Funds | — | — | $4.1M | 18.0% | |
| Fidelity 500 Index Fund Mutual Funds | Common Collective Trusts | — | — | $3.6M | 16.0% | |
| Fidelity Freedom 2030 K Fund Mutual Funds | Mutual Funds | — | — | $2.4M | 10.6% | |
| Fidelity Freedom 2055 K Fund Mutual Funds | Mutual Funds | — | — | $1.7M | 7.5% | |
| Fidelity Freedom 2035 K Fund Mutual Funds | Mutual Funds | — | — | $1.7M | 7.4% | |
| Fidelity Freedom 2040 K Fund Mutual Funds | Mutual Funds | — | — | $1.1M | 5.0% | |
| Fidelity Freedom 2050 K Fund Mutual Funds | Mutual Funds | — | — | $1.1M | 4.9% | |
| Fidelity Contrafund Mutual Funds | Mutual Funds | — | — | $821K | 3.6% | |
| Fidelity Intl Index Fund Mutual Funds | Common Collective Trusts | — | — | $677K | 3.0% | |
| Fidelity Freedom 2060 K Fund Mutual Funds | Mutual Funds | — | — | $656K | 2.9% | |
| Fidelity Freedom 2025 K Fund Mutual Funds | Mutual Funds | — | — | $620K | 2.7% | |
| Fidelity Total Bond Fund Mutual Funds | Mutual Funds | — | — | $540K | 2.4% | |
| Self-Directed Brokerage Accounts Mutual Funds | Self-Directed Brokerage | — | — | $511K | 2.3% | |
| Calvert U.S. Large Cap Core Rspnb Index R6 Mutual Funds | Other securities | — | — | $351K | 1.6% | |
| Fidelity Balanced Fund Mutual Funds | Mutual Funds | — | — | $349K | 1.5% | |
| Oakmark Fund Inv Mutual Funds | Other securities | — | — | $282K | 1.2% | |
| Fidelity Mid-Cap Stock Fund Mutual Funds | Mutual Funds | — | — | $218K | 1.0% | |
| Fidelity Freedom 2020 K Fund Mutual Funds | Mutual Funds | — | — | $190K | 0.8% | |
| Fidelity Freedom 2065 K Fund Mutual Funds | Mutual Funds | — | — | $167K | 0.7% | |
| Allspring Emerging Markets Equity Fund Mutual Funds | Other securities | — | — | $158K | 0.7% | |
| Loomis Small-Cap Value Fund Mutual Funds | Other securities | — | — | $155K | 0.7% | |
| Fidelity Govt Market Prm Money Market | Mutual Funds | — | — | $152K | 0.7% | |
| Self-Directed Brokerage Accounts Common Stock | Self-Directed Brokerage | — | — | $147K | 0.7% | |
| Fidelity Government Income Fund Mutual Funds | Mutual Funds | — | — | $111K | 0.5% | |
| Participant Loans Various maturities with interest rates of 4.25% - 9.50% | Bonds / Notes | — | — | $105K | 0.5% | |
| American Funds EuroPacific Growth Fund Class I Mutual Funds | Mutual Funds | — | — | $99K | 0.4% | |
| J H Enterprise I Mutual Funds | Other securities | — | — | $94K | 0.4% | |
| Fidelity Freedom 2070 K Fund Mutual Funds 50 American Fund American Mutual R6 Mutual Funds | Mutual Funds | — | — | $86K | 0.4% | |
| Galliard Stable Value Fund Stable Value | Stable Value | — | — | $73K | 0.3% | |
| GALLIARD STBLE RTN M WELLS FARGO BANK, N.A. · EIN 94-6751924 / PN 001 | Common Collective Trust | — | — | $73K | 0.3% | |
| J H Triton Fund Class T Mutual Funds | Other securities | — | — | $72K | 0.3% | |
| Fidelity Freedom 2010 K Fund Mutual Funds | Mutual Funds | — | — | $61K | 0.3% | |
| Fidelity U.S. Bond Index Mutual Funds | Mutual Funds | — | — | $49K | 0.2% | |
| Fidelity Freedom 2015 K Fund Mutual Funds | Mutual Funds | — | — | $38K | 0.2% | |
| Fidelity Low-Priced Stock Fund Mutual Funds | Mutual Funds | — | — | $35K | 0.2% | |
| AB Discovery Value Fund Mutual Funds | Other securities | — | — | $34K | 0.2% | |
| Fidelity Managed Income Portfolio Common/Collective Trust | Common Collective Trusts | — | — | $22K | <0.1% | |
| MIP CL 1 FIDELITY MANAGEMENT TRUST COMPANY · EIN 04-3022712 / PN 024 | Common Collective Trust | — | — | $22K | <0.1% | |
| Fidelity International Sm Cap Opp Fund Mutual Funds | Mutual Funds | — | — | $17K | <0.1% | |
| Self-Directed Brokerage Accounts Money Market | Self-Directed Brokerage | — | — | $15K | <0.1% | |
| BlackRock Inflation Prted Bd Fund Mutual Funds | Other securities | — | — | $7K | <0.1% |
