Plan Snapshot
- Plan Sponsor: Blue Vista Capital Management, LLC
- Sponsor EIN: 205320876
- Sponsor Address: 353 N. CLARK STREET, SUITE 730, CHICAGO, IL, 60654
- Plan Type: 401(k)
- Total Participants: 73
- Total Assets: $20.1M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: Yes
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|
| 2024 | 73 | $20.1M | $0 | $1.1M |
| 2023 | 80 | $16.8M | $614,929 | $1.2M |
| 2022 | 71 | $13.3M | $420,239 | $1.1M |