How big is Vantage Point Financial Group, Inc.'s plan?

Vantage Point Financial Group, Inc.'s plan reported $2.6M in assets and 15 participants for 2024.

Original filing (PDF)20250424221838NAL0005073171001

Vantage Point Financial Group, Inc.

Name: Vantage Point Financial Group, Inc. — Vantage Point, Form 5500 (2024)
Creator: Vantage Point Financial Group, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Vantage Point Financial Group, Inc. 401(k) Plan

401(k) retirement plan · Vantage Point Financial Group, Inc.'s Vantage Point Financial Group, Inc. 401(k) Plan held $2.6M in plan assets for 15 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.6M

Net assets (EOY)

$2.6M

Plan identifiers

Vantage Point Financial Group, Inc.'s EIN is 26-3364263.

EIN 26-3364263

Plan number 001

Plan year 2024

ACK ID 20250424221838NAL0005073171001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Vantage Point Financial Group, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Vantage Point Financial Group, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, 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 POINT FINANCIAL GROUP, INC..

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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