# Vantage Credit Union 401(k) Plan
Source: https://planprovider.pro/companies/vantage-credit-union-401k-plan

> Vantage Credit Union's 401(k) plan: 252 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Vantage Credit Union

- **Sponsor EIN:** 430739854

- **Sponsor Address:** 19 RESEARCH PARK COURT, ST. CHARLES, MO, 63304

- **Plan Type:** 401(k)

- **Total Participants:** 252

- **Total Assets:** $25.2M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** No

- **Participant-Directed Investments:** No

- **ERISA Section 404(c) Fiduciary Safe Harbor:** Yes

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|252|$25.2M|$812,240|$1.1M|

| 2023|248|$17.5M|$788,824|$1.1M|

| 2022|264|$13.5M|$710,543|$965,526|

## Service Providers (Schedule C)

Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).

| Provider Name|
Role|
Direct Compensation|
Indirect Compensation|
Total Fees|

| EKON BENEFITS|NONE|—|$41,985|$41,985|

| J. TENBRINK & ASSOCIATES|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [J. TENBRINK & ASSOCIATES](https://planprovider.pro/provider/j-tenbrink-and-associates) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $41,985

- **Estimated Expense Ratio:** 0.166% of plan assets

### Historical Administrative Expenses

Breakdown of administrative expense categories reported on Form 5500 filings.

| Year|
Total Admin Expenses|
Investment Mgmt Fees|
Contract Admin Fees|
IQPA Audit Fees|
Professional Fees|

| 2024|—|—|—|—|—|

| 2023|—|—|—|—|—|

| 2022|—|—|—|—|—|

## Similar Plans

- [Together Credit Union](https://planprovider.pro/companies/together-credit-union-401k-plan) — 423 participants

- [First Community Credit Union](https://planprovider.pro/companies/first-community-credit-union-plan-001) — 560 participants

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