Vitalize, Llc 401(k) Plan
Sponsored by Vitalize, Llc · EIN 205044297 · Plan #002
- Total assets
- $13.2M
- Net assets
- $13.2M
- Active participants
- 21
- With balances
- 166
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Strategic Advisors Llc CRD 125882 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Eide Bailly Llp | Accounting | $43,200 |
| Cook Street Consulting, Inc. | Consulting (general), Investment advisory (plan) | $36,260 |
| Strategic Advisors, Inc. | Investment advisory (plan) | $11,184 |
| Greenberg Traurig, Llp | Legal | $8,000 |
| Fidelity Investments Institutional | Participant loan processing, Sub-transfer agency fees, Recordkeeping fees | $3,828 |