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Original filing (PDF)20251014112953NAL0001305651001
VANTAGE POINT SOLUTIONS, INC.
Form 5500
FILING_RECEIVED
VANTAGE POINT SOLUTIONS 401(K) PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
376
Accounts w/ balance
349
Plan assets (EOY)
$34.2M
Net assets (EOY)
$34.2M
How this plan invests
This plan
30 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
98
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
100
Total plan cost
100
Vendor stack
80
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for VANTAGE POINT SOLUTIONS, INC..
Plan sponsor
Name
VANTAGE POINT SOLUTIONS, INC.
EIN
22-3860061
Address
2211 N. MINNESOTA STREET · MITCHELL, SD · 57301
Phone
(605) 995-1771
Industry
Engineering Services· Professional & Technical Servicessee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-14
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
ELO PROF LLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsOther
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CPI QUALIFIED PLAN CONSULTANTS, INC | 48-1205033 | — | NONE | $53K | — |
| OSAIC WEALTH, INC. | — | PHOENIX, AZ | NONE | $46K | — |
Investments
30 direct securities· $34.2M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| American Balanced Fund Mutual Fund | — | — | — | $5.4M | 15.8% | |
| Vanguard Lifestrategy Growth Fund Mutual Fund | — | — | — | $4.1M | 12.1% | |
| T. Rowe Price Growth Stock Fund Mutual Fund | — | — | — | $3.6M | 10.5% | |
| American Funds 2040 Target Date Fund Mutual Fund | — | — | — | $3.5M | 10.2% | |
| American Funds 2025 Target Date Fund Mutual Fund | — | — | — | $1.8M | 5.3% | |
| Vanguard 500 Index Fund Admiral Mutual Fund | — | — | — | $1.7M | 5.0% | |
| T. Rowe Price Mid‐Cap Value Fund Mutual Fund | — | — | — | $1.7M | 5.0% | |
| American Funds 2035 Target Date Fund Mutual Fund | — | — | — | $1.5M | 4.4% | |
| American Funds 2045 Target Date Fund Mutual Fund | — | — | — | $1.3M | 3.7% | |
| American Mutual Fund Mutual Fund | — | — | — | $1.1M | 3.4% | |
| Royce Pennsylvania Mutual Fund Mutual Fund | — | — | — | $960K | 2.8% | |
| American Funds 2055 Target Date Fund Mutual Fund | — | — | — | $889K | 2.6% | |
| Interest (b) Identity of Issue Investment Value * CUNA Mutual Group Guaranteed Account A23 Guaranteed Investment Contract | — | — | — | $860K | 2.5% | |
| American Funds 2030 Target Date Fund Mutual Fund | — | — | — | $799K | 2.3% | |
| American Funds 2060 Target Date Fund Mutual Fund | — | — | — | $666K | 2.0% | |
| American Funds 2050 Target Date Fund Mutual Fund | — | — | — | $636K | 1.9% | |
| American Fund Capital World Growth and Income Mutual Fund | — | — | — | $489K | 1.4% | |
| Oppenheimer Developing Markets Fund Mutual Fund | — | — | — | $485K | 1.4% | |
| Carillon Clarivest International Stock Mutual Fund | — | — | — | $436K | 1.3% | |
| MFS Value R4 Mutual Fund | — | — | — | $426K | 1.2% | |
| Pimco Total Return Fund Mutual Fund | — | — | — | $420K | 1.2% | |
| Participant Loans 4.25% ‐ 9.50% | — | — | — | $271K | 0.8% | |
| American Funds Balanced Mutual Fund | — | — | — | $237K | 0.7% | |
| Russell Real Estate Securities Fund Mutual Fund | — | — | — | $223K | 0.7% | |
| Franklin Income Fund Mutual Fund | — | — | — | $223K | 0.7% | |
| Vanguard Lifestrategy Conservative Growth Fund Mutual Fund | — | — | — | $212K | 0.6% | |
| Invesco Oppenheimer Discovery Mid Cap Mutual Fund | — | — | — | $102K | 0.3% | |
| American Funds 2020 Target Date Fund Mutual Fund | — | — | — | $83K | 0.2% | |
| American Funds 2065 Target Date Fund Mutual Fund | — | — | — | $31K | <0.1% | |
| American Funds 2015 Target Date Fund Mutual Fund | — | — | — | $18K | <0.1% |