Nicole Stahle signed Vantage Point Solutions, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Vantage Point Solutions, Inc.'s EIN is 22-3860061.
Download the official 2024 Form 5500 (PDF) for Vantage Point Solutions, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Vantage Point Solutions, Inc.'s plan includes a leveraged ESOP, an S-corporation ESOP.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ARETE WEALTH ADVISORS LLC | 26-1314502 | CHICAGO, IA | FINANCIAL ADVISOR | $55K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TRANSITION FINANCIAL STRATEGIES | 13-4238973 | CHARLOTTESVILLE, VA | TPA | $36K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Vantage Point Solutions, Inc. Common Stock 1,000,000 shares of common stock | Common Stocks | — | $3.2M | $26.5M | 71.4% | |
| Fidelity Total Bond 313,100 shares | Mutual Funds | — | $601K | $588K | 1.6% | |
| Ishares 7‐10 Year 1,734 shares | Other securities | — | $573K | $560K | 1.5% | |
| Charles Schwab Cash Account Money Market Deposit Account | Mutual Funds | — | $394K | $394K | 1.1% | |
| PGIM Funds Jennison Intl Opp Mutual Fund | Other securities | — | $338K | $348K | 0.9% | |
| Janus Henderson Funds Global Equity Income Mutual Fund | Mutual Funds | — | $342K | $323K | 0.9% | |
| Schwab Value Advantage Money Market Deposit Account | Mutual Funds | — | $311K | $311K | 0.8% | |
| Invesco S&P 500 Equal 1,772 shares | Common Collective Trusts | — | $256K | $311K | 0.8% | |
| AXS Income Opportunities Mutual Fund | Other securities | — | $303K | $290K | 0.8% | |
| Virtus Allianzgi Div Int & Prm 22,780 shares | Other securities | — | $272K | $288K | 0.8% | |
| First Trust High Yield Opportunity 21,702 shares | Other securities | — | $347K | $283K | 0.8% | |
| Putnam Focused Large Cap 7,593 shares | Mutual Funds | — | $269K | $282K | 0.8% | |
| Allspring Funds ‐ ST High Yield Bond Mutual Fund | Other securities | — | $277K | $273K | 0.7% | |
| Pimco Investments Income Mutual Fund | Mutual Funds | — | $286K | $270K | 0.7% | |
| Invesco Steelpath MLP Income Mutual Fund | Mutual Funds | — | $149K | $256K | 0.7% | |
| Tortoise Energy Infrastructure 5,982 shares | Other securities | — | $144K | $251K | 0.7% | |
| FDIC Insured Deposit Account Money Market Deposit Account | Cash / Money Market | — | $250K | $250K | 0.7% | |
| T Rowe Price Funds Blue Chip Growth Advisor Mutual Fund | Mutual Funds | — | $162K | $221K | 0.6% | |
| Macquarie High Income Fund Mutual Fund | Other securities | — | $233K | $215K | 0.6% | |
| Blackrock Funds High Yield Bond A Mutual Fund | Other securities | — | $221K | $209K | 0.6% | |
| Ishares MSCI EAFE Value 3,939 shares | Other securities | — | $198K | $207K | 0.6% | |
| Freddie Mac Pfd 17,205 shares | Agency / Mortgage-Backed | — | $170K | $205K | 0.6% | |
| Advent Convertible & Income Fund 13,414 shares | Other securities | — | $152K | $158K | 0.4% | |
| JP Morgan Chase & Co 607 shares | Common Stocks | — | $86K | $146K | 0.4% | |
| Microsoft Corp 238 shares | Common Stocks | — | $106K | $138K | 0.4% | |
| Principal Funds Diversified Income Mutual Fund | Other securities | — | $143K | $135K | 0.4% | |
| Blackrock Enhanced International Divide 22,941 shares | Other securities | — | $115K | $122K | 0.3% | |
| Procter & Gamble Co 682 shares | Common Stocks | — | $102K | $114K | 0.3% | |
| Thornburg Funds Investment Income Builder Mutual Fund | Other securities | — | $94K | $111K | 0.3% | |
| Gallagher Arthur J & Co 388 shares | Common Stocks | — | $65K | $110K | 0.3% | |
| Macquarie Small Cap Core Mutual Fund | Other securities | — | $89K | $110K | 0.3% | |
| Cisco Systems Inc 1,783 shares | Common Stocks | — | $93K | $106K | 0.3% | |
| Walmart Inc 1,164 shares | Common Stocks | — | $55K | $105K | 0.3% | |
| Parker Hannifin Corp 161 shares | Common Stocks | — | $79K | $102K | 0.3% | |
| Oberweis Funds Intl Opp Mutual Fund | Other securities | — | $109K | $100K | 0.3% | |
| Broadcom Inc 417 shares | Common Stocks | — | $24K | $97K | 0.3% | |
| Home Depot Inc 236 shares | Common Stocks | — | $74K | $92K | 0.2% | |
| Conocophillips Corp 827 shares | Common Stocks | — | $73K | $82K | 0.2% | |
| Philip Morris Intl Inc 674 shares | Common Stocks | — | $64K | $81K | 0.2% | |
| Metlife Inc 951 shares | Common Stocks | — | $57K | $78K | 0.2% | |
| Johnson & Johnson 534 shares | Other securities | — | $87K | $77K | 0.2% | |
| Caterpillar Inc 196 shares | Common Stocks | — | $40K | $71K | 0.2% | |
| Prudential Financial Inc 585 shares | Common Stocks | — | $58K | $69K | 0.2% | |
| Southern Co 819 shares | Common Stocks | — | $53K | $67K | 0.2% | |
| Abbvie Inc 369 shares | Common Stocks | — | $51K | $66K | 0.2% | |
| Merck & Co Inc 626 shares | Common Stocks | — | $56K | $62K | 0.2% | |
| Verizon Communications 1,554 shares | Other securities | — | $77K | $62K | 0.2% | |
| McDonald's Corporation 207 shares | Common Stocks | — | $53K | $60K | 0.2% | |
| Becton Dickinson & Co 255 shares | Common Stocks | — | $60K | $58K | 0.2% | |
| The Coca‐Cola Co 884 shares | Common Stocks | — | $51K | $55K | 0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
