Plan Snapshot
- Plan Sponsor: New Vista Health Services, LLC
- Sponsor EIN: 320397277
- Sponsor Address: 4250 PENNSYLVANIA AVENUE,, LA CRESCENTA, CA, 91214
- Plan Type: 401(k)
- Total Participants: 227
- Total Assets: $3.2M
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. |
|---|---|---|---|---|
| 2024 | 227 | $3.2M | $0 | $258,977 |
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 |
|---|---|---|---|---|
| PENSION ASSURANCE LLP | Auditor | $29,653 | — | $29,653 |
| ADP, INC. | RECORD KEEPER | $13,067 | — | $13,067 |
| SOVRAN ADVISORS, LLC | INVESTMENT/FINANCIAL ADVI | $10,233 | — | $10,233 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- PENSION ASSURANCE LLP — Auditor
- ADP, INC. — RECORD KEEPER
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $52,953
- Estimated Expense Ratio: 1.630% 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 |
|---|---|---|---|---|---|
| 2024 | $29,653 | — | — | $29,653 | — |