Vantage Credit Union's EIN is 43-0739854.
Download the official 2024 Form 5500 (PDF) for Vantage Credit Union from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Vantage Credit Union's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EKON BENEFITS | 43-1317863 | ST. LOUIS, MO | NONE | $0 | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Fidelity Contrafund | Mutual Funds | — | — | $4.4M | 17.6% | |
| Fidelity 500 Index | Common Collective Trusts | — | — | $3.6M | 14.3% | |
| Fidelity Puritan | Mutual Funds | — | — | $3.2M | 12.6% | |
| Interest-Bearing Deposits * Vantage Credit Union Vantage Trust Account | Other securities | — | — | $1.9M | 7.5% | |
| Fidelity Low-Priced Stock | Mutual Funds | — | — | $1.8M | 7.1% | |
| Fidelity Diversified International | Mutual Funds | — | — | $1.7M | 6.8% | |
| Fidelity Equity Dividend Income | Mutual Funds | — | — | $1.6M | 6.2% | |
| Fidelity Growth & Income | Mutual Funds | — | — | $1.5M | 5.9% | |
| Fidelity Intermediate Core Bond | Mutual Funds | — | — | $1.0M | 4.0% | |
| PIMCO Income Instl | Mutual Funds | — | — | $1.0M | 4.0% | |
| Fidelity Blue Chip Growth | Mutual Funds | — | — | $888K | 3.5% | |
| AB Small Cap Growth | Mutual Funds | — | — | $436K | 1.7% | |
| Fidelity Freedom 2035 | Mutual Funds | — | — | $435K | 1.7% | |
| Participant Loans * Participant Loans Participant Loans (4.25% - 9.50%) | Bonds / Notes | — | — | $328K | 1.3% | |
| Vanguard Mid-cap Growth | Mutual Funds | — | — | $294K | 1.2% | |
| Fidelity Freedom 2025 | Mutual Funds | — | — | $234K | 0.9% | |
| Fidelity Freedom 2050 | Mutual Funds | — | — | $205K | 0.8% | |
| American Funds New World R6 | Mutual Funds | — | — | $193K | 0.8% | |
| Fidelity Freedom 2030 | Mutual Funds | — | — | $160K | 0.6% | |
| Vanguard Developing Markets Index | Mutual Funds | — | — | $115K | 0.5% | |
| Vanguard Small Cap Value Index | Mutual Funds | — | — | $81K | 0.3% | |
| Vanguard Strategic Small Cap Equity Index | Common Collective Trusts | — | — | $53K | 0.2% | |
| Fidelity Freedom 2045 | Mutual Funds | — | — | $44K | 0.2% | |
| Fidelity Freedom 2040 | Mutual Funds | — | — | $43K | 0.2% | |
| Fidelity International small cap | Mutual Funds | — | — | $23K | <0.1% | |
| Fidelity Freedom 2020 | Mutual Funds | — | — | $8K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
