Gavin Flynn signed Vantage Services LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Vantage Services LLC's EIN is 85-3297447.
Download the official 2024 Form 5500 (PDF) for Vantage Services LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Vantage Services LLC's 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 |
|---|---|---|---|---|---|
| TRANSAMERICA RETIREMENT SOLUTIONS | 13-3689044 | — | RECORDKEEPER | $11K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Fidelity 500 Index | Common Collective Trusts | — | — | $4.6M | 15.2% | |
| Nuveen Lifecycle Index 2050 R6 | Mutual Funds | — | — | $3.8M | 12.5% | |
| Nuveen Lifecycle Index 2045 R6 | Mutual Funds | — | — | $3.8M | 12.4% | |
| Nuveen Lifecycle Index 2040 R6 | Mutual Funds | — | — | $2.5M | 8.2% | |
| Nuveen Lifecycle Index 2035 R6 | Mutual Funds | — | — | $2.1M | 6.9% | |
| JPMorgan Large Cap Growth R6 | Other securities | — | — | $1.6M | 5.1% | |
| Nuveen Lifecycle Index 2055 R6 | Mutual Funds | — | — | $1.4M | 4.5% | |
| Vanguard Mid Cap Index Adm | Mutual Funds | — | — | $1.3M | 4.2% | |
| Vanguard Small Cap Index Adm | Mutual Funds | — | — | $1.1M | 3.5% | |
| Nuveen Lifecycle Index 2060 R6 | Mutual Funds | — | — | $1.0M | 3.3% | |
| iShares MSCI EAFE International Index K | Other securities | — | — | $914K | 3.0% | |
| Nuveen Lifecycle Index 2030 R6 | Mutual Funds | — | — | $817K | 2.7% | |
| Nuveen Lifecycle Index 2065 R6 | Mutual Funds | — | — | $581K | 1.9% | |
| Vanguard Interm-Term Bond Index Adm | Mutual Funds | — | — | $575K | 1.9% | |
| Hartford Schroders International Stk SDR | Other securities | — | — | $511K | 1.7% | |
| Vanguard Small Cap Value Index Admiral | Mutual Funds | — | — | $445K | 1.5% | |
| Victory Core Plus Intermediate Bond R6 | Other securities | — | — | $432K | 1.4% | |
| Vanguard Equity-Income Adm | Mutual Funds | — | — | $430K | 1.4% | |
| Participants Notes Receivable with interest rates of 9.75% to 10.50% | Bonds / Notes | — | — | $333K | 1.1% | |
| maturing through August 2028 | Other securities | — | — | $333K | 1.1% | |
| Vanguard Explorer Adm | Mutual Funds | — | — | $288K | 0.9% | |
| BlackRock High Yield Bond K | Other securities | — | — | $259K | 0.9% | |
| Nuveen Lifecycle Index 2015 R6 59 Nuveen Lifecycle Index 2025 R6 | Mutual Funds | — | — | $191K | 0.6% | |
| MFS Total Return R6 | Mutual Funds | — | — | $169K | 0.6% | |
| American Funds New World R6 | Mutual Funds | — | — | $160K | 0.5% | |
| DFA Commodity Strategy I | Mutual Funds | — | — | $157K | 0.5% | |
| Transamerica Life Ins Co Transamerica Stbl Val Core Op | Common Stocks | — | — | $155K | 0.5% | |
| American Funds Inflation Linked Bond R6 | Mutual Funds | — | — | $132K | 0.4% | |
| American Funds New Perspective R6 | Mutual Funds | — | — | $124K | 0.4% | |
| JPMorgan Mid Cap Growth R6 | Other securities | — | — | $109K | 0.4% | |
| Cohen & Steers Real Estate Securities Z | Other securities | — | — | $108K | 0.4% | |
| Allspring Special Mid Cap Value R6 | Mutual Funds | — | — | $57K | 0.2% | |
| Nuveen Lifecycle Index 2010 R6 | Mutual Funds | — | — | $51K | 0.2% | |
| Undiscovered Mgrs Behavioral Value R6 | Other securities | — | — | $24K | <0.1% | |
| MassMutual Premier Small Cap Opps I | Other securities | — | — | $24K | <0.1% | |
| PIMCO International Bond (USD Hedged) Instl | Mutual Funds | — | — | $16K | <0.1% | |
| Oakmark Small Cap Instl | Other securities | — | — | $15K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
