Assets by plan
Share of aggregate retirement assets
Filings through .
Sponsor portfolio
Vitale Institute
EIN 46-3510729medical practiceLatest filing 2025
Plans
2
Retirement
2
$3.9M assets
Welfare
0
Participants
87
27516 CASHFORD CIRCLE, SUITE 101 - WESLEY CHAPEL, FL 33544813-406-4400LinkedIn11-50 employeesmedical practice
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $3.9M assets / 87 participantsParticipants by plan
Active + retired + deferred vested
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
VITALE INSTITUTE 401(K) PLAN
401(k)
Assets$2.2M
Participants56
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
VITALE INSTITUTE CASH BALANCE PLAN
Cash balance
Assets$1.7M
Participants31
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | VITALE INSTITUTE 401(K) PLAN | 401(k) | $2.2M | 56 | 2025 | |
| 002 | VITALE INSTITUTE CASH BALANCE PLAN | Cash balance | $1.7M | 31 | 2025 |
Retirement plans