How big is Vanguard EMS, Inc.'s plan?

Vanguard EMS, Inc.'s plan reported $10.3M in assets and 199 participants for 2024.

Original filing (PDF)20251015140923NAL0009643090002

Vanguard EMS, Inc.

Name: Vanguard EMS, Inc. — Vanguard EMS Retirement Savings, Form 5500 (2024)
Creator: Vanguard EMS, Inc.
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Vanguard EMS Retirement Savings Plan

401(k) retirement plan · Vanguard EMS, Inc.'s Vanguard EMS Retirement Savings Plan held $10.3M in plan assets for 199 participants in 2024, with Transamerica as recordkeeper.

Signals · 2

Late participant contributionsCorrective distributions issued

Active participants

199

Accounts w/ balance

189

Plan assets (EOY)

$10.3M

Net assets (EOY)

$10.3M

People on this filing

Elisha Leveton signed Vanguard EMS, Inc.'s 2024 Form 5500 as plan administrator.

Elisha Leveton — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Vanguard EMS, Inc.'s EIN is 72-1546821.

EIN 72-1546821

Plan number 001

Plan year 2024

ACK ID 20251015140923NAL0009643090002

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Vanguard EMS, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Vanguard EMS, 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 VANGUARD EMS, INC..

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How this plan invests

This plan

36 securities

funds · stocks · CUSIPs

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

Plan health score

Average plan with room to improve

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.

Compliance & integrity

Total plan cost

Plan health

Vendor & structure

100

Knocking points off

Delinquent participant contributions reported (Schedule H 4a) — 232K (29% of contributions).
Corrective distributions issued (likely failed ADP/ACP testing).
Total administrative cost in the bottom quartile of peers (13th percentile).
Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (23rd percentile).

Plan sponsor

Name

VANGUARD EMS, INC.

EIN

all filings

Address

3725 SW HOCKEN AVENUE · BEAVERTON, OR · 97005

Phone

(503) 644-4808

Industry

Manufacturing

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

2025-10-15

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

3D · Pre-approved plan (master / prototype / VS)

2T · Default investment account (QDIA)

Audit & trust (Schedule H)

Service providers (Schedule C)

2 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
TRANSAMERICA RETIREMENT SOLUTIONS	13-3689044	—	RECORDKEEPER	$64K	—

Broker

Name	EIN	Location	Relation	Direct comp	Indirect comp
ROBERT W. BAIRD & CO., INC.	39-1236032	—	BROKER	$0	—

Investments

36 direct securities· $10.3M(100% of reported assets)

Mutual Funds

$5.3M

16 holdings

Other securities

$3.0M

17 holdings

Common Collective Trusts

$1.3M

2 holdings

Stable Value

$656K

1 holding

					% of plan
Blackrock iShares S&P 500 Index K	Common Collective Trusts	—	—	$1.3M	12.2%
American Funds 2035 Trgt Date Retire R5 Mutual Fund	Mutual Funds	—	—	$1.2M	11.8%
JPMorgan Equity Income R6 Mutual Fund	Other securities	—	—	$875K	8.5%
MFS Mid Cap Value R6 Mutual Fund	Mutual Funds	—	—	$762K	7.4%
Transamerica Stable Value Option Fully benefit-responsive investment contract; approximately 2.22% interest during 2024	Stable Value	—	—	$656K	6.4%
American Funds 2040 Trgt Date Retire R5 Mutual Fund	Mutual Funds	—	—	$571K	5.5%
American Funds 2025 Trgt Date Retire R5 Mutual Fund	Mutual Funds	—	—	$522K	5.1%
American Funds Growth Fund of Amer R6 Mutual Fund	Mutual Funds	—	—	$423K	4.1%
American Funds 2045 Trgt Date Retire R5 Mutual Fund	Mutual Funds	—	—	$345K	3.4%
American Funds 2025 Trgt Date Retire R5 Mutual Fund	Mutual Funds	—	—	$336K	3.3%
Western Asset Core Plus Bond IS Mutual Fund	Other securities	—	—	$329K	3.2%
Allspring Precious Metals Mutual Fund	Other securities	—	—	$287K	2.8%
American 2060 TD Retire R5 Mutual Fund	Other securities	—	—	$261K	2.5%
Franklin Utilities Adv Mutual Fund	Mutual Funds	—	—	$243K	2.4%
Vanguard Small Cap Growth Index Admiral Mutual Fund	Mutual Funds	—	—	$235K	2.3%
repayments included? not corrected outside VFCP Yes - 0 - 0 - 0 -	Other securities	—	—	$232K	2.3%
through August 2052	Other securities	—	—	$231K	2.2%
BlackRock 80/20 Target Allocation Instl Mutual Fund	Other securities	—	—	$221K	2.2%
American Funds 2030 Trgt Date Retire R5 Mutual Fund	Mutual Funds	—	—	$197K	1.9%
American Funds 2050 Trgt Date Retire R5 Mutual Fund	Mutual Funds	—	—	$158K	1.5%
BlackRock 60/40 Target Allocation Instl Mutual Fund	Other securities	—	—	$152K	1.5%
PGIM High Yield R6 Mutual Fund	Other securities	—	—	$142K	1.4%
American Funds EuroPacific Gr R6 Mutual Fund	Mutual Funds	—	—	$119K	1.2%
American Funds American Balanced R6 Mutual Fund	Mutual Funds	—	—	$96K	0.9%
American funds 2020 Trgt Date Retire R5 Mutual Fund	Mutual Funds	—	—	$86K	0.8%
Transamerica Short Term Bond I Mutual Fund	Other securities	—	—	$82K	0.8%
Western Asset Total Return Uncons I Mutual Fund	Other securities	—	—	$81K	0.8%
BlackRock 20/80 Target Allocation Instl Mutual Fund	Other securities	—	—	$62K	0.6%
BlackRock 40/60 Target Allocation Instl Mutual Fund	Other securities	—	—	$25K	0.2%
Transamerica High Yield Bond R6 Mutual Fund	Other securities	—	—	$23K	0.2%
JPMorgan Emerging markets Equity L Mutual Fund	Other securities	—	—	$22K	0.2%
iShares Russell 2000 Small Cap Index K Mutual Fund	Common Collective Trusts	—	—	$20K	0.2%
Pioneer Select Mid-Cap Growth K Mutual Fund	Other securities	—	—	$9K	<0.1%
American Funds SMALLCAP World R6 Mutual Fund	Mutual Funds	—	—	$7K	<0.1%
DFA US Targeted Value I Mutual Fund	Mutual Funds	—	—	$5K	<0.1%
Western Asset Core Bond IS Mutual Fund	Other securities	—	—	$3K	<0.1%