How big is Vantage Wealth Management, LLC's plan?

Vantage Wealth Management, LLC's plan reported $2.8M in assets and 9 participants for 2024.

Original filing (PDF)20250602001800NAL0017238368001

Vantage Wealth Management, LLC

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

Form 5500-SF

FILING_RECEIVED

Vantage Wealth Management, LLC 401(k) Plan

401(k) retirement plan · Vantage Wealth Management, LLC's Vantage Wealth Management, LLC 401(k) Plan held $2.8M in plan assets for 9 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.8M

Net assets (EOY)

$2.8M

Plan identifiers

Vantage Wealth Management, LLC's EIN is 20-8237164.

EIN 20-8237164

Plan number 001

Plan year 2024

ACK ID 20250602001800NAL0017238368001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Vantage Wealth Management, LLC's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a self-directed brokerage window.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for VANTAGE WEALTH MANAGEMENT, 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