Plan Snapshot
- Plan Sponsor: New Vista Health Services, LLC
- Sponsor EIN: 461622036
- Sponsor Address: 4250 PENNSYLVANIA AVENUE, SUITE 107, LA CRESCENTA, CA, 91214
- Plan Type: 401(k)
- Total Participants: 315
- Total Assets: $2.9M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2023 | 315 | $2.9M | $0 | $193,714 |
| 2022 | 290 | $2.8M | $0 | $163,267 |
Service Providers (Schedule C)
Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).
| Provider Name | Role | Direct Compensation | Indirect Compensation | Total Fees |
|---|---|---|---|---|
| STANCORP FINANCIAL GROUP | NONE | $34,568 | — | $34,568 |
| MML INVESTORS SERVICES, LLC | NONE | $31,100 | — | $31,100 |
| PENSION ASSURANCE LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- STANCORP FINANCIAL GROUP — NONE
- MML INVESTORS SERVICES, LLC — NONE
- PENSION ASSURANCE LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $65,668
- Estimated Expense Ratio: 2.301% of plan assets
Historical Administrative Expenses
Breakdown of administrative expense categories reported on Form 5500 filings.
| Year | Total Admin Expenses | Investment Mgmt Fees | Contract Admin Fees | IQPA Audit Fees | Professional Fees |
|---|---|---|---|---|---|
| 2023 | $32,834 | $15,550 | $17,284 | — | — |
| 2022 | $36,298 | — | $36,298 | — | — |