VITAL WEALTH MANAGEMENT

Aggregated across all Schedule C name variants below. DOL truncates provider names to 35 chars, so the same legal entity is filed under multiple spellings.

Plans served

Active participants

250

Total plan assets

$26.4M

Filings (rows)

Direct comp

$61K

Indirect comp

SERVICES PROVIDED

Advisor / Consultant2

Top plans served

All 2 plans

Sponsor / Plan	Location	Service	Participants	Assets	Direct comp
LAKE FOREST COUNTRY DAY SCHOOL LAKE FOREST COUNTRY DAY SCHOOL 403B	LAKE FOREST, IL	Advisor / Consultant ADVISOR	143	$14.0M	$33K
LAKE FOREST COUNTRY DAY SCHOOL LAKE FOREST COUNTRY DAY SCHOOL 403(B) PLAN	LAKE FOREST, IL	Advisor / Consultant INVESTMENT ADVISOR	107	$12.4M	$28K