# New Vista Health Services, LLC 401(k) Plan
Source: https://planprovider.pro/companies/new-vista-health-services-llc-401k-plan-001

> New Vista Health Services, LLC's 401(k) plan: 227 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/pension-assurance-llp) — Auditor

- [ADP, INC.](https://planprovider.pro/provider/adp-retirement-services) — 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|—|

## Similar Plans

- [Buckelew Programs, INC.](https://planprovider.pro/companies/buckelew-programs-inc-403b-plan) — 224 participants

- [Monterey Peninsula Surgery Center, LLC](https://planprovider.pro/companies/monterey-peninsula-surgery-center-llc-401k-plan) — 223 participants

- [Boys Republic](https://planprovider.pro/companies/boys-republic-401k-plan) — 217 participants

- [Rockport Administrative Services, LLC](https://planprovider.pro/companies/rockport-administrative-services-llc-plan-001) — 217 participants

- [Pilgrim Place In Claremont](https://planprovider.pro/companies/pilgrim-place-in-claremont-403b-plan) — 237 participants

- [Baywood Court](https://planprovider.pro/companies/baywood-court-403b-plan) — 214 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/new-vista-health-services-llc-401k-plan-001)

© 2026 PlanProvider.Pro