# Blue Vista Capital Management, LLC 401(k) Plan
Source: https://planprovider.pro/companies/blue-vista-capital-management-llc-401k-plan

> Blue Vista Capital Management, LLC's 401(k) plan: 73 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|

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