Back to filter
Original filing (PDF)20250825114429NAL0007820881001
VANCE, LLC
Form 5500
FILING_RECEIVED
VANCE, LLC 401(K) PLAN
401(k) retirement plan
Signals · 2
37% in single holding~91 bps in Sched C fees
Active participants
172
Accounts w/ balance
184
Plan assets (EOY)
$658K
Net assets (EOY)
$658K
How this plan invests
This plan
13 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
96
/ 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
81
Total plan cost
100
Vendor stack
100
Participation health
100
Knocking points off
- Top holding "Nuveen Lifecycle Index 2060 Fund Mutual Fund" is 37% of plan.
Helping the score
- Below-peer total fees (91 bps vs 158 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for VANCE, LLC.
Plan sponsor
Name
VANCE, LLC
EIN
83-2841150
Address
3275 WEST INA ROAD · SUITE 135 · TUSCON, AZ · 85741
Phone
(520) 665-8855
Industry
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
2025-08-25
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2J · 401(k) feature
2K · 401(m) arrangement
2F · ERISA section 404(c)
2G · Total participant-directed accounts
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
METZ CPA, PLLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| LEADING RETIREMENT SOLUTIONS | 45-1200308 | — | RECORDKEEPER | $6K | — |
Investments
13 direct securities· $656K(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Nuveen Lifecycle Index 2060 Fund Mutual Fund | — | — | — | $245K | 37.3% | |
| Nuveen Lifecycle Index 2055 Fund Mutual Fund | — | — | — | $128K | 19.5% | |
| Nuveen Lifecycle Index 2040 Fund Mutual Fund | — | — | — | $55K | 8.3% | |
| Nuveen Lifecycle Index 2050 Fund Mutual Fund | — | — | — | $54K | 8.2% | |
| Nuveen Lifecycle Index 2045 Fund Mutual Fund | — | — | — | $50K | 7.7% | |
| Nuveen Lifecycle Index 2035 Fund Mutual Fund | — | — | — | $34K | 5.2% | |
| Nuveen Lifecycle Index 2030 Fund Mutual Fund | — | — | — | $21K | 3.2% | |
| Vanguard Prime Money Market Fund Money Market Funds 900 Cash - noninterest bearing Cash | — | — | — | $20K | 3.1% | |
| Fidelity 500 Index Mutual Fund | — | — | — | $18K | 2.7% | |
| Fidelity Large Cap Growth Idex Mutual Fund | — | — | — | $16K | 2.4% | |
| Fidelity Select Technology Portfolio Mutual Fund | — | — | — | $8K | 1.2% | |
| Nuveen Lifecycle Index 2025 Fund Mutual Fund | — | — | — | $4K | 0.6% | |
| Nuveen Lifecycle Index Retirement Income Fund Mutual Fund | — | — | — | $3K | 0.4% |
Related plans
Other plans using LEADING RETIREMENT SOLUTIONS
LEADING PLAN SOLUTIONS, INC.
LEADING PLAN SOLUTIONS POOLED EMPLOYER PLAN #1
$51.5M · 517 participants
DIRECT URGENT CARE, INC. DBA CARBON HEALTH
CARBON HEALTH 401(K) PLAN
$42.4M · 1,296 participants
THE LIBERTY COMPANY INSURANCE BROKERS, INC.
THE LIBERTY COMPANY 401(K) PLAN
$29.9M · 767 participants
ASSOCIATION OF ECONOMIC COLLABORATION AND GROWTH
ASSOCIATION OF ECONOMIC COLLABORATION AND GROWTH MULTIPLE EMPLOYER RETIREMENT PLAN
$21.7M · 5,135 participants
LEADING PLAN SOLUTIONS, INC.
RETIRE RIGHT 401(K) PLAN
$9.0M · 711 participants
LLI HOLDINGS, INC.
LLI HOLDINGS, INC. 401(K) PLAN
$7.8M · 193 participants
Similar-size Professional & Technical Services plans
INSPIRED!, INC.
INSPIRED!, INC. 401(K) PLAN
$658K · 1 participants
STERLING STRAND
STERLING STRAND 401(K) PLAN
$658K · 8 participants
ASCENDANT CONSULTING LLC
ASCENDANT CONSULTING 401(K) PROFIT SHARING PLAN
$658K · 3 participants
AVID TAX GROUP
AVID TAX GROUP 401(K) PLAN
$658K · 1 participants
PEAK MOUNTAIN ADVISORS
PEAK MOUNTAIN ADVISORS 401(K) PLAN
$658K · 1 participants
TAKENAKA CONSTRUCTION ENGINEERIN
TAKENAKA CONSTRUCTION 401K
$657K · 11 participants
Large plans in Arizona
BECHTEL GLOBAL CORPORATION
BECHTEL TRUST & THRIFT PLAN
$6.1B · 8,546 participants
BECHTEL GLOBAL CORPORATION
MASTER TRUST FOR CERTAIN TAX-QUALIFIED BECHTEL RETIREMENT PLANS
$6.0B
BANNER HEALTH
BANNER HEALTH EMPLOYEES 401(K) PLAN
$4.9B · 56,849 participants
TEAMSTERS WESTERN REGION AND NEW JERSEY HEALTH CARE FUND
TEAMSTERS WESTERN REGION AND NEW JERSEY HEALTH CARE FUND RETIREE PLAN
$3.3B
PINNACLE WEST CAPITAL CORPORATION
PINNACLE WEST CAPITAL CORPORATION RETIREMENT PLAN
$3.1B · 6,307 participants
SALT RIVER VALLEY WATER USERS ASSOCIATION
SALT RIVER PROJECT EMPLOYEES' RETIREMENT PLAN
$2.9B · 5,246 participants