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Original filing (PDF)20250807170518NAL0005313360001
VAST BANK
Form 5500
FILING_RECEIVED
VAST BANK 401(K) PLAN
401(k) retirement plan
Active participants
63
Accounts w/ balance
97
Plan assets (EOY)
$7.1M
Net assets (EOY)
$7.1M
How this plan invests
This plan
1 pooled trust
Schedule D
25 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
100
/ 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
100
Total plan cost
100
Vendor stack
100
Participation health
100
Helping the score
- Below-peer total fees (31 bps vs 52 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for VAST BANK.
Plan sponsor
Name
VAST BANK
EIN
73-1139790
Address
110 N. ELGIN · SUITE #500 · TULSA, OK · 741201498
Phone
(918) 524-3615
Industry
Commercial Banking· Finance & Insurancesee 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
2025-08-07
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
2A · Age/service weighted or new comparability
2K · 401(m) arrangement
Audit & trust (Schedule H)
Auditor
HOGAN TAYLOR LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NEWPORT GROUP, INC. | 27-2037969 | — | RECORDKEEPER | $14K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| USI CONSULTING GROUP | 06-1053228 | GLASTONBURY, OK | CONSULTANT | $8K | — |
Investments
24 direct securities · 1 pooled fund· $7.0M(99% 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.
Uncategorized
$6.5M
24 holdings
Common Collective Trust
$483K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard Target Retirement 2035 | — | — | — | $909K | 12.9% | |
| Vanguard Target Retirement 2045 | — | — | — | $847K | 12.0% | |
| Vanguard 500 Index | — | — | — | $592K | 8.4% | |
| Vanguard Target Retirement 2030 | — | — | — | $582K | 8.2% | |
| Vanguard Growth Index | — | — | — | $542K | 7.7% | |
| Vanguard Target Retirement 2040 | — | — | — | $515K | 7.3% | |
| GALLIARD STABLE RETURN FUND C WELLS FARGO BANK, N.A. · EIN 52-2250946 / PN 001 | Common Collective Trust | — | — | $483K | 6.8% | |
| Vanguard Target Retirement 2050 | — | — | — | $433K | 6.1% | |
| Vanguard Target Retirement 2060 | — | — | — | $315K | 4.5% | |
| Vanguard Mid Cap Growth Index | — | — | — | $300K | 4.2% | |
| Vanguard Target Retirement 2055 | — | — | — | $296K | 4.2% | |
| Vanguard Target Retirement 2025 | — | — | — | $237K | 3.4% | |
| Vanguard Target Retirement 2065 | — | — | — | $196K | 2.8% | |
| Vanguard Target Retirement 2020 | — | — | — | $167K | 2.4% | |
| from participants 10.50% with various maturities - | — | — | — | $133K | 1.9% | |
| Vanguard Value Index | — | — | — | $95K | 1.3% | |
| Vanguard Real Estate Index | — | — | — | $76K | 1.1% | |
| Vanguard Small Cap Index | — | — | — | $60K | 0.8% | |
| Vanguard Mid Cap Value Index | — | — | — | $59K | 0.8% | |
| Vanguard Mid Cap Index | — | — | — | $49K | 0.7% | |
| Vanguard Emerging Markets Stock Index | — | — | — | $36K | 0.5% | |
| Vanguard Developed Markets Index | — | — | — | $36K | 0.5% | |
| Vanguard Small Cap Growth Index | — | — | — | $34K | 0.5% | |
| Vanguard Total Bond Market Index | — | — | — | $6K | <0.1% | |
| Vanguard Inflation-Protected Securities Fund | — | — | — | $4K | <0.1% |
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