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Original filing (PDF)20251002075708NAL0000158993001
VANTACA, LLC
Form 5500
FILING_RECEIVED
VANTACA, LLC 401(K) PLAN
401(k) retirement plan
Active participants
196
Accounts w/ balance
216
Plan assets (EOY)
$6.1M
Net assets (EOY)
$6.1M
How this plan invests
This plan
27 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 (1 bps vs 52 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for VANTACA, LLC.
Plan sponsor
Name
VANTACA, LLC
EIN
81-1401225
Address
7040 WRIGHTSVILLE AVE. · WILMINGTON, NC · 28403
Phone
(609) 290-9987
Industry
Custom Computer Programming· Professional & Technical Servicessee 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
2025-10-02
Pension benefit codes
3B · Covers self-employed individuals
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
2E · Profit-sharing
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
EARNEY ACCOUNTANTS & ADVISORS
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $850 | — |
Investments
27 direct securities· $6.1M(100% of reported assets)
Registered Investment Companies
$6.1M
26 holdings
Uncategorized
$54K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| AF TRGT DATE 2055 R6 | Registered Investment Companies | — | — | $1.2M | 20.0% | |
| AF TRGT DATE 2060 R6 | Registered Investment Companies | — | — | $850K | 13.9% | |
| AF TRGT DATE 2045 R6 | Registered Investment Companies | — | — | $725K | 11.9% | |
| FA STRAT INCOME Z 604 Registered Investment Company FID 500 INDEX | Registered Investment Companies | — | — | $683K | 11.2% | |
| AF TRGT DATE 2050 R6 | Registered Investment Companies | — | — | $574K | 9.4% | |
| AF TRGT DATE 2040 R6 | Registered Investment Companies | — | — | $552K | 9.0% | |
| AB LG CAP GRTH Z | Registered Investment Companies | — | — | $255K | 4.2% | |
| AF TRGT DATE 2035 R6 | Registered Investment Companies | — | — | $186K | 3.1% | |
| AF TRGT DATE 2030 R6 | Registered Investment Companies | — | — | $171K | 2.8% | |
| AF TRGT DATE 2065 R6 | Registered Investment Companies | — | — | $122K | 2.0% | |
| VICTORY S SMCO OP R6 | Registered Investment Companies | — | — | $118K | 1.9% | |
| BLKRK EQUITY DIV K | Registered Investment Companies | — | — | $117K | 1.9% | |
| DODGE & COX INCOME X | Registered Investment Companies | — | — | $83K | 1.4% | |
| FID GLB EX US IDX | Registered Investment Companies | — | — | $68K | 1.1% | |
| FA SMALL CAP Z | Registered Investment Companies | — | — | $56K | 0.9% | |
| FID GOVT MMKT K6 | Registered Investment Companies | — | — | $54K | 0.9% | |
| PARTICIPANT LOANS * Participants 6.50% - 9.50%, maturing through 2033 | — | — | — | $54K | 0.9% | |
| MFS INTL INTR VAL R6 | Registered Investment Companies | — | — | $51K | 0.8% | |
| BLKRK GLOBAL ALLOC K | Registered Investment Companies | — | — | $43K | 0.7% | |
| VICTORY S EST VAL R6 | Registered Investment Companies | — | — | $38K | 0.6% | |
| FID EMRG MKTS IDX | Registered Investment Companies | — | — | $20K | 0.3% | |
| C&S REAL ESTATE Z | Registered Investment Companies | — | — | $17K | 0.3% | |
| J H TRITON N | Registered Investment Companies | — | — | $14K | 0.2% | |
| AF CAP WORLD BOND R6 | Registered Investment Companies | — | — | $14K | 0.2% | |
| PGIM J MID-CAP GR R6 | Registered Investment Companies | — | — | $12K | 0.2% | |
| AF TRGT DATE 2020 R6 37 * Registered Investment Company AF TRGT DATE 2025 R6 | Registered Investment Companies | — | — | $8K | 0.1% | |
| LD ABT SH DTN INC R6 | Registered Investment Companies | — | — | $5K | <0.1% |
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