Vantage Point Solutions 401(k) Plan
Sponsored by Vantage Point Solutions, Inc. · EIN 223860061 · Plan #001
- Total assets
- $34.2M
- Net assets
- $34.2M
- Active participants
- 376
- With balances
- 349
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Osaic Wealth, Inc. CRD 23131 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Cpi Qualified Plan Consultants, Inc | Recordkeeping, Consulting (pension), Participant loan processing | $53,383 |
| Osaic Wealth, Inc. | Investment advisory (plan), Direct payment from the plan | $46,325 |