How big is Vantage Financial's plan?

Vantage Financial's plan reported $1.6M in assets and 21 participants for 2024.

Original filing (PDF)20250710092640NAL0014795682001

Vantage Financial

Name: Vantage Financial — Vantage Financial 401(k) Plan, Form 5500 (2024)
Creator: Vantage Financial
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Vantage Financial 401(k) Plan

401(k) retirement plan · Vantage Financial's Vantage Financial 401(k) Plan held $1.6M in plan assets for 21 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.6M

Net assets (EOY)

$1.6M

People on this filing

Kristine Baumann signed Vantage Financial's 2024 Form 5500 as plan administrator.

Kristine Baumann — 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

Vantage Financial's EIN is 84-2970637.

EIN 84-2970637

Plan number 001

Plan year 2024

ACK ID 20250710092640NAL0014795682001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Vantage Financial from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Vantage Financial's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA), automatic enrollment.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for VANTAGE FINANCIAL.

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Plan health score

Top-tier plan health

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. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score