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  1. Companies/
  2. Vitality Medical Wellness Institute, PLLC

Filings through Oct 24, 2026.

Sponsor portfolio

Vitality Medical Wellness Institute, PLLC

EIN 27-4415101-Health Care and Social Assistance-Latest filing 2025
Plans
2
Retirement
2
$234K assets
Welfare
0
Participants
10
9350 BENFIELD RD, STE 110 - CHARLOTTE, NC 28269704-765-9617
Plans on this EIN
2 filings
#002Cash balance-$217K - 2 part#001401(k)-$17K - 8 part

Retirement portfolio analytics

2 plans aggregated / $234K assets / 10 participants

Assets by plan

Share of aggregate retirement assets

93%top
  • CASH BALANCE PLAN (#002)93%
  • VMWI 401(K) (#001)7%
Total $234KClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • VMWI 401(K) (#001)8
  • CASH BALANCE PLAN (#002)2
Total 10Click row to drill in

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#002

VMWI CASH BALANCE PLAN

Cash balance

Assets$217K
Participants2
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#001

VMWI 401(K) PLAN

401(k)

Assets$17K
Participants8
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002VMWI CASH BALANCE PLANCash balance$217K22025
001VMWI 401(K) PLAN401(k)$17K82025
Retirement plans
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