How big is Vantage Point Financial, LLC's plan?

Vantage Point Financial, LLC's plan reported $941K in assets and 4 participants for 2024.

Original filing (PDF)20250609230922NAL0014360257001

Vantage Point Financial, LLC

Name: Vantage Point Financial, LLC — Vantage Point, Form 5500 (2024)
Creator: Vantage Point Financial, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Vantage Point Financial, LLC 401(k) Retirement Plan

401(k) retirement plan · Vantage Point Financial, LLC's Vantage Point Financial, LLC 401(k) Retirement Plan held $941K in plan assets for 4 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$941K

Net assets (EOY)

$941K

Plan identifiers

Vantage Point Financial, LLC's EIN is 02-0651712.

EIN 02-0651712

Plan number 001

Plan year 2024

ACK ID 20250609230922NAL0014360257001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Vantage Point Financial, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Vantage Point Financial, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for VANTAGE POINT FINANCIAL, LLC.

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Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score