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Original filing (PDF)20251014151024NAL0004348352001
VYTALOGY WELLNESS LLC
Form 5500
FILING_RECEIVED
VYTALOGY WELLNESS 401(K) PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
617
Accounts w/ balance
897
Plan assets (EOY)
$35.2M
Net assets (EOY)
$35.2M
How this plan invests
This plan
1 pooled trust
Schedule D
35 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
98
/ 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
80
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
Helping the score
- Below-peer total fees (15 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for VYTALOGY WELLNESS LLC.
Plan sponsor
Name
VYTALOGY WELLNESS LLC
EIN
87-2880197
Address
15233 VENTURA BLVD · SHERMAN OAKS, CA · 91403
Phone
(818) 867-4440
Industry
Wholesale Tradesee 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
2025-10-14
Pension benefit codes
2E · Profit-sharing
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)
2F · ERISA section 404(c)
2S · Automatic enrollment
Audit & trust (Schedule H)
Auditor
CLIFTONLARSONALLEN LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsOther
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| VOYA RETIREMENT INSURANCE & ANNUITY | 71-0294708 | — | SERVICE PROVIDER | $52K | — |
| CREATIVE PLANNING HOLD CO, LLC | 84-4519624 | — | SERVICE PROVIDER | $0 | — |
Investments
32 direct securities · 1 pooled fund· $35.5M(100% of reported assets)
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.
Uncategorized
$32.3M
31 holdings
Mutual Funds
$2.0M
1 holding
Common Collective Trust
$1.2M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| American Funds American Funds 2040 T Date R6 | — | — | — | $4.9M | 13.8% | |
| American Funds American Funds 2035 T Date R6 | — | — | — | $3.7M | 10.6% | |
| American Funds American Funds 2030 T Date R6 | — | — | — | $3.5M | 9.9% | |
| American Funds American Funds 2045 T Date R6 | — | — | — | $3.3M | 9.5% | |
| American Funds American Funds 2050 T Date R6 | — | — | — | $3.3M | 9.4% | |
| Fidelity 500 Index Fund | — | — | — | $2.5M | 7.2% | |
| American Funds American Funds 2055 T Date R6 | — | — | — | $2.3M | 6.5% | |
| American Funds American Funds 2025 T Date R6 | — | — | — | $2.3M | 6.4% | |
| AB Funds AB Large Cap Grw Fnd Z | Mutual Funds | — | — | $2.0M | 5.7% | |
| American Funds American Funds 2060 T Date R6 | — | — | — | $1.3M | 3.7% | |
| PUTNAM STABLE VALUE FUND 15 CIT PUTNAM FIDUCIARY TRUST COMPANY · EIN 04-3159710 / PN 202 | Common Collective Trust | — | — | $1.2M | 3.3% | |
| Participants Participant Loans Rates from 4.25% to 9.50% | — | — | — | $1.1M | 3.0% | |
| American Funds American Funds 2020 T Date R6 | — | — | — | $695K | 2.0% | |
| American Funds American Funds 2065 T Date R6 | — | — | — | $541K | 1.5% | |
| Vanguard Vangrd Equity Income Fund Adm | — | — | — | $333K | 0.9% | |
| BlackRock Mid-Cap Grw Eq Por K | — | — | — | $287K | 0.8% | |
| American Funds American Funds New Perspective R6 | — | — | — | $278K | 0.8% | |
| American Funds Nw Prspctv R6 Registered Investment Company | — | — | — | $278K | 0.8% | |
| Vanguard Vangrd Mid-Cap Index Fund Adm | — | — | — | $226K | 0.6% | |
| Vanguard Vangrd Small-Cap Index Fnd Adm | — | — | — | $219K | 0.6% | |
| Fidelity Adv Strat Inc Fnd Z | — | — | — | $215K | 0.6% | |
| Fidelity Intl Index Fnd | — | — | — | $194K | 0.6% | |
| American Funds American Funds 2015 T Date R6 | — | — | — | $184K | 0.5% | |
| Fidelity Fid US Bd Id Fd | — | — | — | $179K | 0.5% | |
| JP Morgan JPMorgan Emrg Mkts Eqty Fd R6 | — | — | — | $154K | 0.4% | |
| American Funds American Funds Hi-Income Tr R6 | — | — | — | $133K | 0.4% | |
| American Century AmCen Small Cap Growth Fund R6 | — | — | — | $97K | 0.3% | |
| Voya Gv Mny Mkt F A (Hld Acct) | — | — | — | $66K | 0.2% | |
| American Funds American Funds Am Balanced R6 | — | — | — | $45K | 0.1% | |
| American Funds American Funds 2010 T Date R6 | — | — | — | $27K | <0.1% | |
| MFS Mid Cap Value R6 | — | — | — | $13K | <0.1% | |
| American Century AmCen Small Cap Value Fund R6 | — | — | — | $4K | <0.1% | |
| American Funds American Funds 2070 T Date R6 | — | — | — | $2K | <0.1% |
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