How big is Vantage Holding Company LLC's plan?

Vantage Holding Company LLC's plan reported $13.5M in assets and 206 participants for 2023.

Original filing (PDF)20250415152326NAL0003452721001

Vantage Holding Company LLC

Name: Vantage Holding Company LLC — Vantage Holding, Form 5500 (2023)
Creator: Vantage Holding Company LLC
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Vantage Holding Company 401(k) Savings Plan

401(k) retirement plan · Vantage Holding Company LLC's Vantage Holding Company 401(k) Savings Plan held $13.5M in plan assets for 206 participants in 2023.

Signals · 1

No recordkeeper disclosed

Active participants

206

Accounts w/ balance

241

Plan assets (EOY)

$13.5M

Net assets (EOY)

$13.5M

People on this filing

Michelle Kaste signed Vantage Holding Company LLC's 2023 Form 5500 as plan administrator.

Michelle Kaste — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Vantage Holding Company LLC's EIN is 03-0477182.

EIN 03-0477182

Plan number 002

Plan year 2023

ACK ID 20250415152326NAL0003452721001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for Vantage Holding Company LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

Vantage Holding Company LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, 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 HOLDING COMPANY LLC.

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How this plan invests

This plan

29 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score

Average plan with room to improve

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.

Compliance & integrity

100

Total plan cost

Plan health

Vendor & structure

100

Knocking points off

Total administrative cost in the bottom quartile of peers (18th percentile).

Plan sponsor

Name

VANTAGE HOLDING COMPANY LLC

EIN

all filings

Address

1305 SOUTH MAIN STREET · MEADVILLE, PA · 16335

Phone

(814) 337-0000

Industry

Management of Companies / Holdings

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2023

Plan year begin

2023-07-01

Tax period

2024-06-30

Filed

2025-04-15

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2S · Automatic enrollment

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Service providers (Schedule C)

1 rows

Other service providers

Name	EIN	Location	Relation	Direct comp	Indirect comp
VALIC RETIREMENT SERVICES CO.	51-0396365	—	NONE	$73K	—

Investments

29 direct securities· $13.5M(100% of reported assets)

Common Collective Trusts

$7.4M

10 holdings

Mutual Funds

$3.2M

7 holdings

Other securities

$2.4M

11 holdings

Common Stocks

$543K

1 holding

					% of plan
Vanguard Growth Index Fund Admiral Shares	Common Collective Trusts	—	—	$1.8M	13.2%
Vanguard 500 Index Fund Admiral Shares	Common Collective Trusts	—	—	$1.3M	9.6%
Vanguard Information Technology Index Fund Admiral Shares	Common Collective Trusts	—	—	$1.3M	9.5%
T. Rowe Price T. Rowe Price Balanced Fund	Other securities	—	—	$1.2M	8.7%
American Funds American Funds American Mutual Fund Class R-6	Mutual Funds	—	—	$876K	6.5%
American Funds American Funds New Perspective Fund Class R-6	Mutual Funds	—	—	$846K	6.3%
Vanguard Small-Cap Index Fund Admiral Shares	Common Collective Trusts	—	—	$771K	5.7%
American Funds American Funds American High-Income Trust Class R-6	Mutual Funds	—	—	$639K	4.7%
Group Annuity Contract * VALIC Fixed Interest Option	Common Stocks	—	—	$543K	4.0%
Fidelity Investments Fidelity Mid Cap Index Fund	Common Collective Trusts	—	—	$530K	3.9%
Vanguard Mid-Cap Growth Index Fund Admiral Shares	Common Collective Trusts	—	—	$521K	3.8%
BlackRock LifePath Index 2035 Fund Class K Shares	Other securities	—	—	$407K	3.0%
DFA Real Estate Securities Portfolio Institutional Class	Mutual Funds	—	—	$403K	3.0%
Vanguard FTSE All-World ex-US Index Fund Admiral Shares	Common Collective Trusts	—	—	$389K	2.9%
Vanguard Mid-Cap Value Index Fund Admiral Shares	Common Collective Trusts	—	—	$320K	2.4%
Vanguard Utilities Index Fund Admiral Shares	Common Collective Trusts	—	—	$307K	2.3%
Nuveen Core Plus Bond Fund R6 Class	Mutual Funds	—	—	$228K	1.7%
various maturity dates through January 2029 -	Other securities	—	—	$219K	1.6%
Vanguard Small-Cap Growth Index Fund Admiral Shares	Common Collective Trusts	—	—	$181K	1.3%
BlackRock LifePath Index 2030 Fund Class K Shares	Other securities	—	—	$154K	1.1%
American Funds American Funds EuroPacific Growth Fund Class R-6	Mutual Funds	—	—	$142K	1.1%
BlackRock LifePath Index 2025 Fund Class K Shares	Other securities	—	—	$128K	0.9%
BlackRock LifePath Index Retirement Fund Class K Shares	Other securities	—	—	$92K	0.7%
DFA U.S. Targeted Value Portfolio Institutional Class	Mutual Funds	—	—	$74K	0.5%
BlackRock LifePath Index 2060 Fund Class K Shares	Other securities	—	—	$69K	0.5%
BlackRock LifePath Index 2045 Fund Class K Shares	Other securities	—	—	$65K	0.5%
BlackRock LifePath Index 2050 Fund Class K Shares	Other securities	—	—	$37K	0.3%
BlackRock LifePath Index 2040 Fund Class K Shares	Other securities	—	—	$14K	0.1%
BlackRock LifePath Index 2055 Fund Class K Shares	Other securities	—	—	$10K	<0.1%