Vantage West Credit Union 401(k) Plan
Sponsored by Vantage West Credit Union · EIN 860120482 · Plan #002
- Total assets
- $56.6M
- Net assets
- $56.6M
- Active participants
- 465
- With balances
- 600
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 |
|---|---|---|
| Intelligence Driven Advisers, Llc CRD 299589 | fuzzy_auto · 99% | 2024 |
| Newedge Advisors, Llc CRD 171351 | fuzzy_auto · 98% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Intelligence Driven Advisors | Investment advisory (participants), Investment advisory (plan), Direct payment from the plan | $61,007 |
| Newport Group, Inc. | Recordkeeping, Consulting (general), Participant loan processing | $45,938 |
| Newedge Advisers | Investment advisory (participants), Investment advisory (plan), Direct payment from the plan | $20,644 |