Vantage West Credit Union 401(k) Plan: Login, Facts & Contact Information

Vantage West Credit Union 401(k) Plan Facts

Plan name
VANTAGE WEST CREDIT UNION 401(K) PLAN
Plan type
401(k) with employer contributions and profit sharing
Plan sponsor
VANTAGE WEST CREDIT UNION
Participants
636 (465 active employees)
Former employees with a balance
120
Plan assets
$56,642,548 at Dec 31, 2024
Average account balance
$94,404 across 600 accounts
Employer contributions
$1,872,393 in plan year 2024 (34% of all contributions)
Recordkeeper
Newport Group, Inc.
Plan year
Jan 1, 2024 – Dec 31, 2024
Plan established
Feb 1, 1997
✓ Employer contributions✓ Automatic enrollment✓ Default investment for undecided participants✓ Participants choose their own investments— Self-directed brokerage window✓ Profit sharing— Company stock (ESOP)

Source: Form 5500 for plan year 2024 (Jan 1, 2024 – Dec 31, 2024), filed Sep 18, 2025. Public filing with the U.S. Department of Labor.

Money in and out in plan year 2024

  • $5.50 million went into the plan in contributions, $1.87 million of it from the employer (34%).
  • $9.45 million was paid out to participants.
  • Investment and other income added $7.76 million.
  • Administrative expenses were $127,588, about $213 per account.

How the Vantage West Credit Union 401(k) changed, 2019–2024

Plan yearParticipantsPlan assetsEmployer contributionsBenefits paid
2019531$40.1 million$1.68 million$3.15 million
2020572$48.7 million$1.97 million$3.38 million
2021818$51.6 million$1.77 million$7.78 million
2022638$45.1 million$2.27 million$2.98 million
2023645$53.0 million$2.29 million$5.95 million
2024636$56.6 million$1.87 million$9.45 million

Vantage West Credit Union 401(k) Contact Information

Phone
520-917-6207
Mailing address
2480 NORTH ARCADIA AVENUE, TUCSON AZ 85712
Plan sponsor
VANTAGE WEST CREDIT UNION
Employer identification number (EIN)
86-0120482
Plan number
002

Questions about the Vantage West Credit Union 401(k)

Does Vantage West Credit Union contribute to the 401(k)?

Yes. The plan reports an employer contribution arrangement. In plan year 2024 the employer contributed $1.87 million, 34% of all contributions.

Does the Vantage West Credit Union 401(k) have automatic enrollment?

Yes. The plan reports automatic enrollment of eligible employees.

How many people are in the Vantage West Credit Union 401(k) plan?

636 participants at the start of plan year 2024, 465 of them active employees, and 120 former employees who still had money in the plan.

What is the average 401(k) balance at Vantage West Credit Union?

About $94,404 per account: $56.6 million in plan assets across 600 accounts with a balance at the end of plan year 2024.

Who manages the Vantage West Credit Union 401(k) accounts?

Newport (an Ascensus company) (listed on the filing as NEWPORT GROUP, INC.) is the plan's recordkeeper, which is where participants log in to see their balance.

I no longer work at Vantage West Credit Union. How do I access my 401(k)?

Your account stays with Newport (an Ascensus company) after you leave, so you can log in with the same credentials. If your balance was small, the plan may have rolled it into an IRA in your name. If you can't find it, Beagle can locate it for you.

Related Companies
Headquarter: 1751 LAKE COOK ROAD, SUITE 550, DEERFIELD, IL, 60015
Headquarter: 655 MONTGOMERY ST. SUITE 1600, SAN FRANCISCO, CA, 94111
Headquarter: P. O. BOX 85088, RICHMOND, VA, 232855088
Headquarter: 230 PARK AVE 7TH FLOOR, NEW YORK, NY, 10169
Headquarter: 127 PUBLIC SQUARE, CLEVELAND, OH, 44114