Vps Employee Stock Ownership Plan
Sponsored by Vantage Point Solutions, Inc. · EIN 223860061 · Plan #002
- Total assets
- $37.1M
- Net assets
- $37.1M
- Active participants
- 360
- With balances
- 450
Plan year beginning 01/01/2024 · Stock bonus
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Arete Wealth Advisors, Llc CRD 145488 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Arete Wealth Advisors Llc | Investment advisory (plan), Investment management fees (direct) | $55,112 |
| Transition Financial Strategies | Recordkeeping | $35,523 |