Form 5500 Search

VANTAGE

Aggregated across all Schedule C name variants below. DOL truncates provider names to 35 chars, so the same legal entity is filed under multiple spellings.
Plans served
42
Active participants
24,818
Total plan assets
$16.4B
Filings (rows)
42
Direct comp
$13.5M
Indirect comp
$11K

SERVICES PROVIDED

Advisor / Consultant23
Other16
Broker3

CITs / DFEs sponsored by this firm

Fund / entityPlans holding
VANTAGEPOINT PLUS FUND R103
MISSIONSQ PLUS R133
MISSIONSQUARE FUNDS STABLE VALUE3
VT PLUS FUND CLASS R103
MISSIONSQ PLUS R101
VTI MISSIONSQUARE PLUS FUND1

Top plans served

All 42 plans
Sponsor / PlanLocationServiceParticipantsAssetsDirect comp
SOUTHERN CALIFORNIA PERMANENTE MEDICAL GROUP
SCPMG KEOGH PLAN
PASADENA, CA
Other
NONE
11,088$7.9B$12K
PRECISION CASTPARTS CORP
PRECISION CASTPARTS CORP MASTER TRUST DEFINED BENEFIT PLANS
LAKE OSWEGO, OR
Other
N/A
$1.3B$56K
PRECISION CASTPARTS CORP
PRECISION CASTPARTS CORP MASTER TRUST DEFINED BENEFIT PLANS
LAKE OSWEGO, OR
Other
N/A
$1.3B$66K
PRECISION CASTPARTS CORP
PRECISION CASTPARTS CORP MASTER TRUST DEFINED BENEFIT PLANS
LAKE OSWEGO, OR
Other
N/A
$1.1B$143K
THE BABCOCK & WILCOX COMPANY
B&W PENSION TRUST
AKRON, OH
Other
NONE
$733.7M$249K
THE BABCOCK & WILCOX COMPANY
B&W PENSION TRUST
AKRON, OH
Other
NONE
$684.5M$963K
THE BABCOCK & WILCOX COMPANY
B&W PENSION TRUST
AKRON, OH
Other
NONE
$593.8M$928K
MERITOR, INC.
MERITOR, INC. RETIREMENT PLAN
COLUMBUS, IN
Other
NONE
639$556.2M$896K
YELLOW CORPORATION
YELLOW CORPORATION MASTER PENSION PLANS TRUST
OVERLAND PARK, KS
Other
NONE
$483.3M$9.2M
THE WESTERN UNION COMPANY
THE WESTERN UNION COMPANY INCENTIVE SAVINGS PLAN
DENVER, CO
Other
NONE
1,368$446.9M$60K
HEALTHEQUITY RETIREMENT SERVICES, LLC
RETIREMENT INCOME SECURITY PLAN
DRAPER, UT
Advisor / Consultant
PLAN INVESTMENT ADVISOR
$446.2M$26K
THE WESTERN UNION COMPANY
THE WESTERN UNION COMPANY INCENTIVE SAVINGS PLAN
DENVER, CO
Other
NONE
1,372$427.8M$60K
UNION HOME MORTGAGE CORPORATION
UNION HOME MORTGAGE CORPORATION 401(K) PLAN
STRONGSVILLE, OH
Advisor / Consultant
ADVISOR
1,712$94.9M$116K
UNION HOME MORTGAGE CORPORATION
UNION HOME MORTGAGE CORPORATION 401(K) PLAN
STRONGSVILLE, OH
Advisor / Consultant
ADVISOR
1,409$75.5M$78K
MCGOWAN & COMPANY, INC.
MCGOWAN & COMPANY, INC. 401(K) PLAN
FAIRVIEW PARK, OH
Other
NONE
495$29.7M$53K
TRANS-TECH ENERGY, LLC
TRANS-TECH ENERGY, LLC 401K PLAN
MCGREGOR, TX
Advisor / Consultant
INVESTMENT ADVISOR
577$26.2M$64K
MCGOWAN & COMPANY, INC.
MCGOWAN & COMPANY, INC. 401(K) PLAN
FAIRVIEW PARK, OH
Other
NONE
482$24.1M$40K
TRANS-TECH ENERGY, LLC
TRANS-TECH ENERGY, LLC 401(K) PLAN
MCGREGOR, TX
Advisor / Consultant
INVESTMENT ADVISOR
463$19.1M$28K
GREATER CLEVELAND PARTNERSHIP
GREATER CLEVELAND PARTNERSHIP 401(K) PLAN
CLEVELAND, OH
Advisor / Consultant
ADVISOR
80$18.9M$45K
MCGOWAN & COMPANY, INC.
MCGOWAN & COMPANY, INC. 401(K) PLAN
FAIRVIEW PARK, OH
Other
NONE
401$18.3M$35K
PEOPLES SERVICES, INC.
PEOPLES SERVICES, INC. 401(K) RETIREMENT PLAN
CANTON, OH
Advisor / Consultant
INVESTMENT ADVISOR
935$12.4M$24K
PEOPLES SERVICES, INC.
PEOPLES SERVICES, INC. 401(K) RETIREMENT PLAN
CANTON, OH
Advisor / Consultant
INVESTMENT ADVISOR
673$8.7M
PEOPLES SERVICES, INC.
PEOPLES SERVICES, INC. 401(K) RETIREMENT PLAN
CANTON, OH
Advisor / Consultant
INVESTMENT ADVISOR
634$7.3M$19K
ONIX NETWORKING CORP.
ONIX NETWORKING 401(K) PLAN
WESTLAKE, OH
Advisor / Consultant
INVESTMENT ADVISOR
192$7.2M$25K
MFS SUPPLY, LLC
MFS SUPPLY, LLC 401K PLAN
SOLON, OH
Advisor / Consultant
INVESTMENT ADVISOR
140$6.1M$14K
ONIX NETWORKING CORP.
ONIX NETWORKING 401(K) PLAN
WESTLAKE, OH
Advisor / Consultant
INVESTMENT ADVISOR
135$6.0M$17K
ONIX NETWORKING CORP.
ONIX NETWORKING 401(K) PLAN
LAKEWOOD, OH
Advisor / Consultant
INVESTMENT ADVISOR
123$5.8M
MFS SUPPLY, LLC
MFS SUPPLY, LLC 401(K) PLAN
SOLON, OH
Advisor / Consultant
INVESTMENT ADVISOR
152$4.8M$12K
KOPF CONSTRUCTION CORPORATION
KOPF GROUP EMPLOYEE BENEFIT PLAN
AVON LAKE, OH
Advisor / Consultant
RIA
98$3.7M$11K
MFS SUPPLY, LLC
MFS SUPPLY, LLC 401(K) PLAN
SOLON, OH
Advisor / Consultant
INVESTMENT ADVISOR
135$3.5M$11K
THE COTTAGE GARDENS, INC.
THE COTTAGE GARDENS, INC. 401(K) PLAN
PERRY, OH
Advisor / Consultant
INVESTMENT ADVISOR
264$3.2M$14K
THE COTTAGE GARDENS, INC.
THE COTTAGE GARDENS, INC. 401(K) PLAN
PERRY, OH
Advisor / Consultant
INVESTMENT ADVISOR
270$3.1M$11K
RAL INVESTMENT CORPORATION
RAL INVESTMENT CORPORATION 401(K) PROFIT SHARING PLAN
SAN DIEGO, CA
Other
SERVICE PROVIDERS
72$2.8M$0
VIVOS THERAPEUTICS, INC.
VIVOS THERAPEUTICS, INC. 401(K) PLAN
LITTLETON, CO
Advisor / Consultant
INVESTMENT ADVISOR
113$1.7M$9K
VIVOS THERAPEUTICS, INC.
VIVOS THERAPEUTICS, INC. 401(K) PLAN
LITTLETON, CO
Advisor / Consultant
INVESTMENT ADVISOR
126$1.6M$8K
VIVOS THERAPEUTICS, INC.
VIVOS THERAPEUTICS, INC. 401(K) PLAN
LITTLETON, CO
Advisor / Consultant
INVESTMENT ADVISOR
163$1.2M$7K
BLDG II MANAGEMENT CO., LLC
BLDG II MANAGEMENT CO., LLC 401(K) PLAN
DENVER, CO
Advisor / Consultant
INVESTMENT ADVISOR
33$598K$2K
ACCURATE METAL MACHINING, INC.
ACCURATE METAL MACHINING, INC. 401(K) PROFIT SHARING PLAN
PAINESVILLE TOWNSHIP, OH
Advisor / Consultant
INVESTMENT ADVISOR
165$14K$3K
THE WESTERN UNION COMPANY
WESTERN UNION PENSION PLAN
DENVER, CO
Other
N/A
0$9K$45K
DONALD B. REMMEY, INC.
DONALD B. REMMEY, INC. GROUP MEDICAL PLAN
LEIGHTON, PA
Broker
BROKER
77$34K
OHIO ANESTHESIA GROUP, INC.
OHIO ANESTHESIA GROUP, INC. EMPLOYEE BENEFIT PLAN
CANTON, OH
Broker
BROKER
86$37K
OHIO ANESTHESIA GROUP, INC.
OHIO ANESTHESIA GROUP, INC. EMPLOYEE BENEFIT PLAN
CANTON, OH
Broker
BROKER
146$56K