Corey Martin signed Vantage West Credit Union's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Vantage West Credit Union's EIN is 86-0120482.
Download the official 2024 Form 5500 (PDF) for Vantage West Credit Union from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Vantage West Credit Union'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 |
|---|---|---|---|---|---|
| NEWPORT GROUP, INC. | 27-2037969 | — | RECORDKEEPER | $46K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| INTELLIGENCE DRIVEN ADVISORS | — | SCOTTSDALE, AZ | ADVISOR | $61K | — |
| NEWEDGE ADVISERS | — | SCOTTSDALE, AZ |
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 | |||||
|---|---|---|---|---|---|---|
| Vanguard S&P 500 Index | Common Collective Trusts | — | — | $6.8M | 12.0% | |
| BlackRock LifePath Index 2045 Index A | Other securities | — | — | $5.2M | 9.2% | |
| LARGE CAP GROWTH FUND II CLASS R1 GREAT GRAY TRUST COMPANY, LLC · EIN 38-4139848 / PN 626 | Common Collective Trust | — | — | $4.3M | 7.6% | |
| BlackRock LifePath Index 2035 Index A | Other securities | — | — | $4.2M | 7.5% | |
| BlackRock LifePath Index 2050 Index A | Other securities | — | — | $3.4M | 6.1% | |
| American Funds American Balanced - R6 | Mutual Funds | — | — | $3.3M | 5.8% | |
| BlackRock LifePath Index 2040 Index A | Other securities | — | — | $3.3M | 5.8% | |
| BlackRock LifePath Index 2030 Index A | Other securities | — | — | $3.3M | 5.7% | |
| BlackRock LifePath Index 2055 Index A | Other securities | — | — | $3.0M | 5.3% | |
| BlackRock LifePath Index Retirement Port | Other securities | — | — | $2.5M | 4.4% | |
| BlackRock LifePath Index 2060 Fund Class K | Other securities | — | — | $2.3M | 4.0% | |
| American Funds American Funds New Perspective - R6 | Mutual Funds | — | — | $2.2M | 3.9% | |
| RTC SVF - METLIFE 25053 CLASS 0 RELIANCE TRUST COMPANY · EIN 46-6625485 / PN 001 | Common Collective Trust | — | — | $1.9M | 3.4% | |
| Vanguard Small-Cap Index - Admiral | Mutual Funds | — | — | $1.7M | 3.0% | |
| LARGE CAP VALUE FUND FEE CL R1 CIT GREAT GRAY TRUST COMPANY, LLC · EIN 38-4065329 / PN 426 | Common Collective Trust | — | — | $1.7M | 3.0% | |
| INTERNATIONAL GROWTH II R1 CIT WILMINGTON COLLECTIVE INVESTMENT TRUST · EIN 82-4435820 / PN 375 | Common Collective Trust | — | — | $1.3M | 2.3% | |
| Vanguard Mid-Cap Index - Admiral | Mutual Funds | — | — | $1.3M | 2.2% | |
| BlackRock High Yield Bond Portfolio - K | Other securities | — | — | $1.2M | 2.2% | |
| CORE BOND CIT R1 GREAT GRAY TRUST COMPANY, LLC · EIN 82-1986152 / PN 325 | Common Collective Trust | — | — | $986K | 1.7% | |
| American Funds Core Bond CIT R1 | Common Collective Trusts | — | — | $969K | 1.7% | |
| MID CAP GROWTH FUND II CL R1 GREAT GRAY TRUST COMPANY, LLC · EIN 38-7304118 / PN 001 | Common Collective Trust | — | — | $845K | 1.5% | |
| BlackRock LifePath Index 2065 Fund CL K | Other securities | — | — | $450K | 0.8% | |
| MFS Investors MFS Mid Cap Value - R5 | Mutual Funds | — | — | $267K | 0.5% | |
| Vanguard Developed Markets Index - ADM | Mutual Funds | — | — | $134K | 0.2% | |
| SMALL CAP GROWTH R1 CIT GREAT GRAY TRUST COMPANY, LLC · EIN 38-4097324 / PN 487 | Common Collective Trust | — | — | $114K | 0.2% | |
| Dimensional Fund Advisors DFA International Small Company - INSTL | Mutual Funds | — | — | $73K | 0.1% | |
| SMALL CAP VALUE FUND III FEE CLASS GREAT GRAY TRUST COMPANY, LLC · EIN 38-7289846 / PN 001 | Common Collective Trust | — | — | $72K | 0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| ADVISOR |
| $21K |
| — |
