Eric Wukitsch signed Vantage Custom Classics, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Vantage Custom Classics, Inc.'s EIN is 11-2434167.
Download the official 2024 Form 5500 (PDF) for Vantage Custom Classics, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Vantage Custom Classics, Inc.'s plan includes a 401(k) feature, automatic enrollment, a default investment (QDIA), profit-sharing, ERISA 404(c) participant direction.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $2K | — |
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| AllianceBern Large Cap Growth A - | Other securities | — | — | $3.3M | 27.8% | |
| American Funds 2035 Target Date Retirement Fund - | Mutual Funds | — | — | $1.9M | 16.5% | |
| Invesco Diversified Dividend A - | Mutual Funds | — | — | $1.6M | 13.9% | |
| Janus Growth and Income Fund - | Mutual Funds | — | — | $953K | 8.1% | |
| Victory Capital Mgmt. S ESTB Val A - | Other securities | — | — | $651K | 5.5% | |
| Interest bearing cash * Fidelity Government Money Market Fund - | Mutual Funds | — | — | $512K | 4.3% | |
| Western Asset Bond Fixed Income - | U.S. Treasuries | — | — | $365K | 3.1% | |
| American Funds 2040 Target Date Retirement Fund - | Mutual Funds | — | — | $355K | 3.0% | |
| CRM Mid Cap Value Fund - | Other securities | — | — | $352K | 3.0% | |
| American Funds 2025 Target Date Retirement Fund - | Mutual Funds | — | — | $302K | 2.6% | |
| Fidelity Overseas Fund - | Mutual Funds | — | — | $301K | 2.6% | |
| American Funds 2045 Target Date Retirement Fund - | Mutual Funds | — | — | $287K | 2.4% | |
| Janus Enterprise T - | Mutual Funds | — | — | $212K | 1.8% | |
| American Funds 2055 Target Date Retirement Fund - | Mutual Funds | — | — | $178K | 1.5% | |
| American Funds 2030 Target Date Retirement Fund - | Mutual Funds | — | — | $119K | 1.0% | |
| American Funds 2050 Target Date Retirement Fund - | Mutual Funds | — | — | $90K | 0.8% | |
| American Funds 2060 Target Date Retirement Fund - | Mutual Funds | — | — | $64K | 0.5% | |
| American Funds 2015 Target Date Retirement Fund - | Mutual Funds | — | — | $30K | 0.3% | |
| Victory Capital Mgmt. Sycamore Small Company Opportunity Fund Class R - | Common Stocks | — | — | $22K | 0.2% | |
| American Funds 2020 Target Date Retirement Fund - | Mutual Funds | — | — | $8K | <0.1% | |
| Investments valued at NAV * Fidelity Managed Income Portfolio Class 1 - | Mutual Funds | — | — | $7K | <0.1% | |
| MIP CL 1 FIDELITY MANAGEMENT TRUST COMPANY · EIN 04-3022712 / PN 024 | Common Collective Trust | — | — | $7K | <0.1% | |
| American Funds 2010 Target Date Retirement Fund - | Mutual Funds | — | — | $4K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
