VANTAGE WEST CREDIT UNION 401(k) Plan
What public Form 5500 filings show about the VANTAGE WEST CREDIT UNION 401(k) plan — and how to find and check your own account.
The VANTAGE WEST CREDIT UNION 401(k) on its latest Form 5500
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.
Who runs the VANTAGE WEST CREDIT UNION 401(k)?
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.
How to check your VANTAGE WEST CREDIT UNION 401(k)
- Log in to Newport Group’s participant portal (the site on your statements).
- Ask VANTAGE WEST CREDIT UNION HR or benefits for the recordkeeper name and enrollment link.
- Left the company? Your balance stays in the plan until you roll it over — see how to find a lost 401(k).