The Vanguard Group (aka: Vanguard) - General Status
TRANSACTION PROCESSING ALERT: The Vanguard Group requires original transaction documents be delivered to them via mail. Vanguard does not accept fax copies, secure file exchange over the web, or documents attached to email messages. Completed and signed documents should be sent to the following addresses:
By registered, certified, or overnight mail:
The Vanguard Group
400 Devon Park Drive
Wayne, PA 19087-1815
By U.S. mail:
The Vanguard Group
P.O. Box 1101
Valley Forge, PA 19482-1101
If Vanguard holds a Payroll Slot in your Employer's 403(b) Plan and you would like to apply for a Vanguard account, either download, complete, and submit the "Account Application Form/Packet" linked to under the "Vendor Forms" heading in the right-hand column of this page or contact CCC and provide your Social Security Number and email address. If you take the latter approach, CCC will submit your information to Vanguard and Vanguard will send a partially completed Account Application Form to your email address.
The Vanguard Group (aka: Vanguard) Web Homepage
Vanguard has provided this link as its home office webpage. Click on it to obtain general information about products and services offered by Vanguard, or click any of the links below for more specific details on fund profiles, prospectuses, performance, fees, and loading charges.
Investment Fund Information
The following web links have been provided by Vanguard to make available current information about annuity and custodial account investment opportunities offered by the company. Follow these links for fund profiles, prospectuses, performance, fees, and loading charges:
403(b) Investment Options
Vanguard offers the following type of 403(b) investment option:
- 403(b)(7) Custodial Mutual Funds (No-Load)
- End of List
Roth 403(b) Contribution Policy
Vanguard does NOT accept Roth 403(b) contributions.
Marketing Information
Investment products of Vanguard are marketed using the following approaches:
- End of List Declared by Vanguard
Helpful Employee Resources
Vanguard has not provided a weblink to any online consumer education or financial planning tools or calculators they may or may not offer to assist participants with financial planning and education. The moment Vanguard provides a weblink to us, we'll post it here immediately.
Active in Other CCC Employer 403(b) Plans
To see which other CCC Employers hold Active Payroll Slots with Vanguard, please visit our General The Vanguard Group Page.
Vendor Page Maintainance
Vendors may manage their own CCC website pages via authorized logins available upon request. Vendors are invited to update their company and Employer-specific information (Plan or Group Number, Local Contacts, Product Information, Forms, etc.) regularly.
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The Vanguard Group (aka: Vanguard) - David Douglas Status
The Vanguard Group has confirmed that the "403(b) (7) Plan Authorization Form" and "Information Sharing Agreement" submitted by David Douglas School District 40 has been accepted in its entirety. Therefore, contributions may continue, new Vanguard accounts may be established, and contract exchanges into, plan-to-plan transfers into, and rollover contributions into Vanguard accounts will be allowed indefinitely into the future.
The Vanguard Group Plan Number
When contacting Vanguard or its local contacts, have ready your David Douglas - The Vanguard Group GROUP NUMBER: 10066602
David Douglas EIN
When contacting Vanguard or its local contacts, you may require the David Douglas EIN: 936014226
David Douglas Local Contacts
Some authorized investment companies have numerous financial representatives authorized to do business on their behalves. Others have no agents at all. The list below includes the most recent information available about the company's main avenue of contact as well as any local contacts for Vanguard on David Douglas list of authorized vendors.
- 403(b) Customer Service (Participants and Plan Sponsors) - 1-800-962-5068
Request Additional Information from The Vanguard Group
Contact Vanguard directly if you have additional questions about Vanguard products or services.
Vanguard has not provided us with any online contact methods. The moment they do, we'll post them here.
Information Sharing Agreement, If Applicable
The Vanguard Group has signed a Direct Information Sharing Agreement with David Douglas and is eligible to receive Exchanges Within, Plan-to-Plan Transfers Into, or Rollover Contributions Into David Douglas 403(b) accounts. You may view that Signed Document here: Direct-ISA (pdf).
Employer Minimum Contribution
David Douglas
does not require any monthly minimum contribution, however some Vendors may require a minimum contribution amount (see below).
Vendor Minimum Contribution
The Vanguard Group
does not require any monthly contribution amount
.
Vendor FormsThe Vanguard Group has supplied the following forms which may be PDFs or online submittals: Please contact Vanguard to request any other type of forms you might need.
David Douglas Vendor Information PageInformation concerning the contribution types, catch-ups, transactions allowed under the David Douglas 403(b) Plan and much more on the David Douglas Information Page, available by clicking here.
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