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Original filing (PDF)20250819125631NAL0003814864001

VANTAGE DATA CENTERS MANAGEMENT COMPANY, LLC

Form 5500
FILING_RECEIVED
VANTAGE DATA CENTERS 401(K) PLAN
401(k) retirement plan
Signals · 2
28% in single holdingNo recordkeeper disclosed
Active participants
693
Accounts w/ balance
733
Plan assets (EOY)
$43.3M
Net assets (EOY)
$43.3M
How this plan invests
This plan
16 pooled trusts
Schedule D
31 securities
funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score (directional)
95
/ 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
86
Total plan cost
100
Vendor stack
80
Participation health
100
Knocking points off
  • Top holding "flexPATH Index Moderate 2055 R1 flexPATH 0" is 28% of plan.
  • No recordkeeper disclosed on Schedule C.
Helping the score
  • Below-peer total fees (3 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for VANTAGE DATA CENTERS MANAGEMENT COMPANY, LLC.
Plan sponsor
Name
VANTAGE DATA CENTERS MANAGEMENT COMPANY, LLC
EIN
27-2332975
Address
2820 NORTHWESTERN PARKWAY · SANTA CLARA, CA · 95051
Phone
(408) 748-9830
Industry
Real Estatesee 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
2025-08-19
Pension benefit codes
2S · Automatic enrollment
2E · Profit-sharing
3D · Pre-approved plan (master / prototype / VS)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2F · ERISA section 404(c)
2T · Default investment account (QDIA)
Audit & trust (Schedule H)
Auditor
SILICON VALLEY ACCOUNTANCY CORP.
Trustee / custodian
Trustee phone

Service providers (Schedule C)

1 rows
Other
1
NameEINLocationRelationDirect compIndirect comp
NEWPORT GROUP, INC.27-2037969NONE$14K

Investments

15 direct securities · 16 pooled funds· $43.3M(100% of reported assets)

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.

Common Collective Trust
$26.9M
16 holdings
Uncategorized
$16.4M
15 holdings
PIInvestmentTypeShares / unitsCostCurrent value% of plan
FLEXPATH INDEX MODERATE 2055 R1
GREAT GRAY TRUST · EIN 47-2563528 / PN 223
Common Collective Trust
$12.0M27.7%
Vanguard 500 Index Adm Vanguard 0$9.7M22.5%
FLEXPATH INDEX MODERATE 2045 R1
GREAT GRAY TRUST · EIN 47-2516187 / PN 220
Common Collective Trust
$6.5M15.0%
FLEXPATH INDEX MODERATE 2035 R1
GREAT GRAY TRUST · EIN 47-2478524 / PN 217
Common Collective Trust
$5.1M11.8%
FLEXPATH INDEX MODERATE RETIRE R1
GREAT GRAY TRUST · EIN 47-2248665 / PN 211
Common Collective Trust
$1.2M2.7%
Vanguard U.S. Growth Adm Vanguard 0$1.2M2.7%
FLEXPATH INDEX MODERATE 2065 R1
GREAT GRAY TRUST · EIN 38-7271379 / PN 760
Common Collective Trust
$977K2.3%
Vanguard Cash Reserves Federal MM Adm Vanguard 0$874K2.0%
Vanguard Mid Cap Index Adm Vanguard 0$852K2.0%
Vanguard Small-Cap Index Adm Vanguard 0$763K1.8%
Vanguard Total Intl Stock Index Adm Vanguard 0$664K1.5%
Vanguard Mid-Cap Growth Index Adm Vanguard 0$591K1.4%
Vanguard Equity Income Adm Vanguard 0$503K1.2%
Various Rates and Maturities Participant's Loan Account 0$402K0.9%
INTERNATIONAL GROWTH II R1
GREAT GRAY TRUST · EIN 38-4139842 / PN 619
Common Collective Trust
$337K0.8%
American Funds New World R6 American Funds 0$328K0.8%
FLEXPATH INDEX AGGRESSIVE 2065 R1
GREAT GRAY TRUST · EIN 38-7271378 / PN 759
Common Collective Trust
$292K0.7%
JPMorgan Government Bond R6 JP Morgan 0$233K0.5%
FLEXPATH INDEX CONSERVATIVE 2045 R1
GREAT GRAY TRUST · EIN 47-2529162 / PN 221
Common Collective Trust
$188K0.4%
TCW MetWest Total Return Bond Plan TCW MetWest 0$185K0.4%
FLEXPATH INDEX AGGRESSIVE 2055 R1
GREAT GRAY TRUST · EIN 47-2554270 / PN 222
Common Collective Trust
$100K0.2%
FLEXPATH INDEX AGGRESSIVE 2045 R1
GREAT GRAY TRUST · EIN 47-2503540 / PN 219
Common Collective Trust
$88K0.2%
MFS Global Opportunistic Bond R6 MFS 0$72K0.2%
SMALL CAP GROWTH II R1
GREAT GRAY TRUST · EIN 38-4126288 / PN 592
Common Collective Trust
$43K<0.1%
(CL)Victory Sycamore Established Val R6 Victory 0$39K<0.1%
FLEXPATH INDEX AGGRESSIVE 2035 R1
GREAT GRAY TRUST · EIN 47-2468898 / PN 216
Common Collective Trust
$29K<0.1%
FLEXPATH INDEX AGGRESSIVE RETIRE R1
GREAT GRAY TRUST · EIN 47-2238264 / PN 210
Common Collective Trust
$23K<0.1%
SMALL CAP VALUE III R1
GREAT GRAY TRUST · EIN 38-7289846 / PN 001
Common Collective Trust
$12K<0.1%
FLEXPATH INDEX CONSERVATIVE 2065 R1
GREAT GRAY TRUST · EIN 38-7271380 / PN 761
Common Collective Trust
$7K<0.1%
Contribution Account Ascensus Trust Company 0$2K<0.1%
FLEXPATH INDEX CONSERVATIVE 2055 R1
GREAT GRAY TRUST · EIN 47-2575758 / PN 224
Common Collective Trust
$1K<0.1%

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