AUMdb

Vantage Bank Texas 401(k) Plan

Sponsored by Vantage Bank Texas · EIN 740856797 · Plan #003

Total assets
$44.9M
Net assets
$44.9M
Active participants
481
With balances
534

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
Sanctuary Wealth Advisors Llc CRD 285428 deterministic · 100% 2024

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Principal Life Insurance Company Contract administrator, Participant loan processing, Direct payment from the plan $83,745
Sanctuary Advisors, Llc Investment advisory (plan), Direct payment from the plan $49,994