Plan Snapshot
- Plan Sponsor: Vantage West Credit Union
- Sponsor EIN: 860120482
- Sponsor Address: 2480 NORTH ARCADIA AVENUE, TUCSON, AZ, 85712
- Plan Type: 401(k)
- Total Participants: 465
- Total Assets: $56.6M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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 | 465 | $56.6M | $1.9M | $3.2M |
| 2023 | 490 | $53.0M | $2.3M | $3.3M |
| 2022 | 502 | $45.1M | $2.3M | $3.0M |
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 |
|---|---|---|---|---|
| DOEREN MAYHEW ASSURANCE | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- DOEREN MAYHEW ASSURANCE — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
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 | $127,588 | $81,650 | $15,844 | — | — |
| 2023 | $122,860 | $76,255 | $20,846 | — | — |
| 2022 | $113,030 | $74,624 | $38,406 | — | — |