Vantage Retirement Plans, LLC 401(k) Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: Vantage Retirement Plans, LLC
  • Sponsor EIN: 432057898
  • Sponsor Address: 8742 E. VIA DE COMMERCIO, SCOTTSDALE, AZ, 852583357
  • Plan Type: 401(k)
  • Total Participants: 12
  • Total Assets: $1.2M

Key Plan Design Features

  • Auto-Enrollment: No
  • 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

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
202412$1.2M$41,062$79,415
202317$1.1M$46,267$101,385
202218$1.3M$45,645$91,355

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