Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
VANTAGE WEALTH
EIN 95-4533363investment managementLatest filing 2025
Plans
2
Retirement
2
$4.4M assets
Welfare
0
Participants
14
125 N. RAYMOND AVE., SUITE 309 - PASADENA, CA 91103626-844-7184oshervandevoorde.comLinkedIn1-10 employeesinvestment management
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $4.4M assets / 14 participantsParticipants by plan
Active + retired + deferred vested
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
VANTAGE WEALTH 401(K) PROFIT SHARING PLAN
401k
Assets$3.4M
Participants7
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
VANTAGE WEALTH CASH BALANCE PLAN
CashBalance
Assets$971K
Participants7
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | VANTAGE WEALTH 401(K) PROFIT SHARING PLAN | 401k | $3.4M | 7 | 2025 | |
| 002 | VANTAGE WEALTH CASH BALANCE PLAN | CashBalance | $971K | 7 | 2025 |
Retirement plans