What public Form 5500 filings show about the Vantage West Credit Union 401(k) plan — and how to find and check your own account.
Vantage West Credit Union (EIN 86-0120482) reports VANTAGE WEST CREDIT UNION 401(K) PLAN on its most recent Form 5500, with $56.6M in plan assets across 465 active participants. Form 5500 is the annual report employers file with the U.S. Department of Labor for their retirement plans, and it’s public.
See the full Vantage West Credit Union filing — schedules, fees, and providers.
The plan’s recordkeeper — the firm that runs the website and statements where you check your balance, change contributions, and manage your account — is Newport Group, based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your Vantage West Credit Union 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): JORGENSEN HEALTHCARE ASSOCIATES, DELTA DENTAL OF ARIZONA, INSPIRA FINANCIAL, CBIZ BENEFITS & INS SERVICES, NEWEDGE ADVISERS, INTELLIGENCE DRIVEN ADVISORS.
