Plan Snapshot
- Plan Sponsor: Vantage West Credit Union
- Sponsor EIN: 860120482
- Sponsor Address: 2480 NORTH ARCADIA, TUCSON, AZ, 85712
- Plan Type: 401(k)
- Plan Number: 505
- Total Participants: 495
- Total Assets: $0
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: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2025 | 495 | $0 | $0 | $0 |
| 2024 | 486 | $0 | $0 | $0 |
| 2023 | 515 | $0 | $0 | $0 |
| 2022 | 507 | $0 | $0 | $0 |
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 |
|---|---|---|---|---|
| AETNA LIFE INSURANCE COMPANY | Recordkeeper | $446,172 | — | $446,172 |
| INSPIRA FINANCIAL | Recordkeeper | $18,238 | — | $18,238 |
| DELTA DENTAL OF ARIZONA | Recordkeeper | $17,982 | — | $17,982 |
| CBIZ BENEFITS & INS SERVICES | Investment Advisor | $15,597 | — | $15,597 |
| JORGENSEN HEALTHCARE ASSOCIATES INC | Other Service Provider | $11,310 | — | $11,310 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $509,299
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 |
|---|---|---|---|---|---|
| 2025 | — | — | — | — | — |
| 2024 | — | — | — | — | — |
| 2023 | — | — | — | — | — |
| 2022 | — | — | — | — | — |