Jaclyn Klasing signed Vantage Bank Texas' 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Vantage Bank Texas' EIN is 74-0856797.
Download the official 2024 Form 5500 (PDF) for Vantage Bank Texas from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Vantage Bank Texas' plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $84K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SANCTUARY ADVISORS, LLC | 47-3162022 | — | INVESTMENT ADVISORY | $50K | — |
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.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Nuveen Lifecycl Index 2065 R6 | Mutual Funds | — | $0 | $8.6M | 19.1% | |
| Nuveen Lifecycl Indx Ret Inc R | Mutual Funds | — | $0 | $5.5M | 12.2% | |
| Nuveen Lifecycl Index 2030 R6 | Mutual Funds | — | $0 | $4.0M | 8.8% | |
| Nuveen Lifecycl Index 2060 R6 | Mutual Funds | — | $0 | $3.8M | 8.4% | |
| Prin Fixed Inc Guar Option | Common Stocks | — | $0 | $3.8M | 8.4% | |
| Nuveen Lifecycl Index 2025 R6 | Mutual Funds | — | $0 | $3.4M | 7.5% | |
| PGIM Global Total Ret R6 Fd | Other securities | — | $0 | $2.2M | 4.9% | |
| PRIN LGCP S&P 500 INDEX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 016 | Pooled Separate Account | — | — | $2.2M | 4.9% | |
| Nuveen Lifecycl Index 2020 R6 | Mutual Funds | — | $0 | $1.9M | 4.3% | |
| Prin SmCap S&P 600 Index SA-Z | Common Stocks | — | $0 | $1.8M | 3.9% | |
| Nuveen Lifecycl Index 2015 R6 | Mutual Funds | — | $0 | $1.6M | 3.7% | |
| Prin LgCp S&P 500 Index SA-Z | Common Collective Trusts | — | $0 | $1.6M | 3.5% | |
| Prin MidCap S&P 400 Idx SA-Z | Common Collective Trusts | — | $0 | $1.2M | 2.8% | |
| Participant Loans | Participant loans | — | $0 | $1.0M | 2.3% | |
| MFS Intl Diversification R6 Fd | Mutual Funds | — | $0 | $794K | 1.8% | |
| Nuveen Lifecycl Index 2045 R6 | Mutual Funds | — | $0 | $706K | 1.6% | |
| JP Morgan Emerg Mkts Eq R6 Fd | Other securities | — | $0 | $535K | 1.2% | |
| Nuveen Lifecycl Index 2010 R6 | Mutual Funds | — | $0 | $513K | 1.1% | |
| PRIN MIDCAP S&P 400 IDX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 023 | Pooled Separate Account | — | — | $377K | 0.8% | |
| Nuveen Lifecycl Index 2050 R6 | Mutual Funds | — | $0 | $377K | 0.8% | |
| Franklin DynaTech R6 Fund | Mutual Funds | — | $0 | $367K | 0.8% | |
| JP Morgan US Equity R6 Fund | Other securities | — | $0 | $276K | 0.6% | |
| Columbia Small Cap Growth I3 | Other securities | — | $0 | $268K | 0.6% | |
| PRIN SMCAP S&P 600 INDEX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 028 | Pooled Separate Account | — | — | $215K | 0.5% | |
| Nuveen Lifecycl Index 2055 R6 | Mutual Funds | — | $0 | $215K | 0.5% | |
| BrandywineGLBL Corp Crd IS Fd | Common Stocks | — | $0 | $213K | 0.5% | |
| Cohen & Steers Global Rlt Z Fd | Other securities | — | $0 | $149K | 0.3% | |
| Amer Century Sml Cap Val R6 Fd | Other securities | — | $0 | $79K | 0.2% | |
| American Funds AmerMut R6 Fd | Mutual Funds | — | $0 | $56K | 0.1% | |
| Am Fds Bd Fd of Am R6 Fd | Other securities | — | $0 | $33K | <0.1% | |
| Nuveen Lifecycl Index 2040 R6 | Mutual Funds | — | $0 | $4K | <0.1% | |
| Nuveen Lifecycl Index 2035 R6 | Mutual Funds | — | $0 | $2K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
