Plan Snapshot
- Plan Sponsor: Vantage Point Solutions, INC.
- Sponsor EIN: 223860061
- Sponsor Address: 2211 N. MINNESOTA STREET, MITCHELL, SD, 57301
- Plan Type: 401(k)
- Total Participants: 376
- Total Assets: $34.2M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 376 | $34.2M | $0 | $2.1M |
| 2023 | 341 | $30.7M | $0 | $1.8M |
| 2022 | 316 | $25.6M | $0 | $1.8M |
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 |
|---|---|---|---|---|
| CPI QUALIFIED PLAN CONSULTANTS, INC | NONE | $53,383 | — | $53,383 |
| OSAIC WEALTH, INC. | NONE | $46,325 | — | $46,325 |
| ELO PROF LLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- CPI QUALIFIED PLAN CONSULTANTS, INC — NONE
- ELO PROF LLC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $99,708
- Estimated Expense Ratio: 0.292% 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 | $99,708 | $46,325 | $14,228 | — | — |
| 2023 | $91,365 | $45,797 | $11,651 | — | — |
| 2022 | $83,348 | $40,451 | $42,897 | — | — |