Viti Financial Services Inc
Highwood, IL
Viti Financial Services Inc of Highwood, IL is the broker of record on 8 Form 5500 Schedule A filings covering 5 employer benefit plans across 2 states, with $235,914 in reported broker commissions (plan year 2025).
Quick answer
Viti Financial Services Inc (Highwood, IL) is the broker of record for 5 employer benefit plan sponsors on 8 Form 5500 Schedule A filings, plan year 2025.
- How many employer clients does Viti Financial Services Inc have?
- Viti Financial Services Inc is named as broker on Form 5500 Schedule A filings for 5 distinct plan sponsors in 2 states.
- Who are Viti Financial Services Inc's largest employer clients?
- By plan participants, the largest include Trustees Of Restaurant & Hospitality Association Benefit Tr (3,886 participants), Tmart Operations I LLC (265 participants) and One Off Hospitality Group, Ltd (169 participants).
- How much does Viti Financial Services Inc earn in commissions?
- Insurers reported $235,914 in broker commissions and $33,106 in fees paid to Viti Financial Services Inc for plan year 2025, per Schedule A Part 1.
- Where is Viti Financial Services Inc located?
- Viti Financial Services Inc is based in Highwood, IL and has employer clients in 2 states.
Source: Fundz verified event record.
Employer clients
Plan sponsors naming Viti Financial Services Inc on a Form 5500 Schedule A, largest first. Sponsor name, state, participant count and plan year end come directly from the filing.
| Employer | State | Participants | Plan year end |
|---|---|---|---|
| Trustees Of Restaurant & Hospitality Association Benefit Tr | IL | 3,886 | 2024-12-31 |
| Tmart Operations I LLC | WI | 265 | 2025-12-31 |
| One Off Hospitality Group, Ltd | IL | 169 | 2025-12-31 |
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Form 5500 Schedule A Part 1 (broker of record), 2024 to 2025 plan years. Source: U.S. Department of Labor EFAST2. Commission and fee figures are as reported by the plan's insurer on Schedule A Part 1 and are not adjusted.