Vantage Point Solutions 401(k) match, vesting and fees
What Vantage Point Solutions' 401(k) plan says about matching contributions
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Recordkeeper | Cpi Qualified Plan Consultants, Inc | Schedule C ↗ |
| Independent auditor | Elo Prof LLC (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
How the plan compares
Plan year 2024 medians for 9,213 defined-contribution plans in professional, scientific, and technical services with 100 to 499 participants.
| Vantage Point Solutions: employer contribution per participant | — | |
| Peer median | $2,521 |
| Vantage Point Solutions: average balance | $97,907 | |
| Peer median | $75,833 |
| Vantage Point Solutions: admin expenses ÷ assets | 0.31% | |
| Peer median | 0.27% |
Admin expenses are the plan's reported administrative expenses divided by its assets; they do not include fund expense ratios.
Plan history
Plan assets went from $29.9M at the end of plan year 2021 to $34.2M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 412 | $34.2M | — | — | 0.31% | Not published | Form 5500 ↗ |
| 2023 | 376 | $30.7M | — | — | 0.32% | Not published | Form 5500 ↗ |
| 2022 | 346 | $25.6M | — | — | 0.30% | Not published | Form 5500 ↗ |
| 2021 | 306 | $29.9M | — | — | 0.32% | Not published | Form 5500 ↗ |
Other Vantage Point Solutions plans (1)
Each plan files its own Form 5500. Figures are from each plan's latest filing.
Vps Employee Stock Ownership Plan
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Recordkeeper | Transition Financial Strategies | Schedule C ↗ |
| Independent auditor | Elo Prof LLC (unmodified opinion) | Schedule H ↗ |
| Plan type and status | Retirement · Active | Form 5500 ↗ |
Common questions
Does Vantage Point Solutions match 401(k) contributions?
The match terms for the Vantage Point Solutions 401(k) Plan have not been published from its filing yet.
When is the Vantage Point Solutions 401(k) match vested?
The vesting schedule for the Vantage Point Solutions 401(k) Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Vantage Point Solutions 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Cpi Qualified Plan Consultants, Inc. The plan administrator is Vantage Point Solutions, Inc..
I left Vantage Point Solutions. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Vantage Point Solutions, Inc., (605) 995-1771) or the recordkeeper, Cpi Qualified Plan Consultants, Inc. The Vantage Point Solutions old 401(k) page lists the contacts from every plan filing. Find an old Vantage Point Solutions 401(k)
Data from the public Form 5500 annual reports Vantage Point Solutions filed with the U.S. Department of Labor (plan years 2021 and 2022 and 2023 and 2024) and, where noted, the attached independent auditor's report. Plan terms may have changed since the filing; check your current Summary Plan Description. PlanFacts is not affiliated with Vantage Point Solutions. Not financial advice. Report a correction · Methodology