Vitality Management Company, Llc 401(k) Plan
Sponsored by Vitality Management Company, Llc · EIN 522213940 · Plan #001
- Total assets
- $40.9M
- Net assets
- $40.9M
- Active participants
- 204
- With balances
- 314
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 |
|---|---|---|
| Morgan Stanley Smith Barney Llc CRD 149777 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Morgan Stanley | Investment advisory (participants), Direct payment from the plan | $46,490 |
| Morgan Stanley Global Ba | Investment advisory (plan), Direct payment from the plan | $46,488 |
| Principal Life Insurance Company | Contract administrator, Participant loan processing, Direct payment from the plan | $44,390 |