My Plan Facts

Employers › South Dakota

Employer · plans filed under one EIN

Vantage Point Solutions, Inc.

Mitchell, SD · Professional, scientific and technical services

Form 5500 information is as filed by the plan administrator with the Department of Labor and may be amended. Figures reflect the plan year shown, not current balances.

$71.3Mnet assets across plans
864participant records736 active
$884Kemployer contributions, latest plan years$1,201 per active record
$190KSchedule C compensation to organisations$220.30 per participant record

2 retirement plans with 100 or more participants file Form 5500 under Vantage Point Solutions, Inc.'s employer identification number (Mitchell, South Dakota). Their latest filings total 864 participant records and $71.3M in net assets.

The largest is VPS Employee Stock Ownership Plan, an employee stock ownership plan with 452 participants. A person can be counted in more than one plan, so the participant total is a count of records rather than of people.

Employer contributions across the plans were $884K and participant contributions $2.1M in the latest plan years; benefits paid were $4.1M. Schedule C compensation reported to service provider organisations totalled $190K.

Combined net assets moved from $8.9M in 2012 to $71.3M in 2024 (up 699%). Plan mergers and spin-offs show up here as steps in the series.

Plans

PlanKindPlan yearParticipantsNet assetsPer participantEmployer / activeSch. C compensation
VPS Employee Stock Ownership Planemployee stock ownership plan2024452$37.1M$82,058$2,455$91K
Vantage Point Solutions 401(k) Plan401(k) plan2024412$34.2M$82,936—$100K
US median, plan year 2024: DC plans $53,102 per participant, $2,175 employer contribution per active participant; DB plans $86,221 and $10,244.

Trend by plan year

2012: $8.9M2013: $11.5M2014: $13.3M2015: $13.9M2016: $16.3M2017: $20.3M2018: $21.8M2019: $28.6M2020: $38.8M2021: $48.9M2022: $47.1M2023: $58.2M2024: $71.3M$8.9M$71.3M2012201620202024
Combined net assets
2012: 1342013: 1332014: 2492015: 2762016: 3092017: 3592018: 3972019: 4512020: 6082021: 6422022: 7252023: 7942024: 8641348642012201620202024
Participant records
Plan yearPlansParticipant recordsNet assetsEmployer contributionsParticipant contributions
20242864$71.3M$884K$2.1M
20232794$58.2M$1.2M$1.8M
20222725$47.1M$1.1M$1.8M
20212642$48.9M$1.3M$1.5M
20202608$38.8M$1.0M$1.2M
20192451$28.6M$435K$904K
20182397$21.8M$385K$825K
20172359$20.3M$364K$749K
20162309$16.3M$381K$680K
20152276$13.9M$349K$633K
20142249$13.3M$479K$609K
20131133$11.5M$343K$617K
20121134$8.9M$342K$593K

History of the plans listed above, in the years each filed the full Form 5500 with 100 or more participants. Plans that have since terminated are not included.

Service providers

OrganisationServices reportedPlansCompensation reported
Arete Wealth Advisors LLCInvestment advisory (plan)1$55,112
Cpi Qualified Plan Consultants, Inc.Recordkeeping and information management; Consulting (pension); Participant loan processing; Participant communication1$53,383
Osaic Wealth, Inc.Investment advisory (plan)1$46,325
Transition Financial StrategiesRecordkeeping and information management1$35,523

Organisations paid $5,000 or more by any of these plans, from Schedule C. Individuals are not shown.

Arete Wealth Advisors LLC$55K
Cpi Qualified Plan Consultants, Inc.$53K
Osaic Wealth, Inc.$46K
Transition Financial Strategies$36K

Questions and answers

How many retirement plans does Vantage Point Solutions, Inc. have?

2 plans with 100 or more participants filed Form 5500 under its employer identification number for the latest plan years: VPS Employee Stock Ownership Plan and Vantage Point Solutions 401(k) Plan. Smaller plans and plans filed under a subsidiary's number are not grouped here.

How much does Vantage Point Solutions, Inc. contribute to its plans?

$883,787 in employer contributions across these plans in their latest plan years, about $1,201 per active participant record. Form 5500 reports totals and not the match or accrual formula.

Who provides services to these plans?

Schedule C filings name Arete Wealth Advisors LLC, Cpi Qualified Plan Consultants, Inc., Osaic Wealth, Inc. and Transition Financial Strategies. Only organisations paid $5,000 or more by a plan are listed on Schedule C.

Where does this come from?

Form 5500 annual reports filed with the Department of Labor's EFAST2 system, from the EBSA research files, with filings received through 24 Aug 2026. Figures are as filed and may be amended.

Provenance

Source: U.S. Department of Labor, Employee Benefits Security Administration, Form 5500 research files, public domain, with filings received through 24 Aug 2026. Plans are grouped by the sponsor's employer identification number exactly as filed; a company that files under several EINs appears as several employers. See the methodology and corrections.