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

> New Vista Health Services, LLC's 401(k) plan: 315 participants, plan year 2023 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2023.

## 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](https://planprovider.pro/provider/charles-schwab-and-co-inc) — NONE

- [MML INVESTORS SERVICES, LLC](https://planprovider.pro/provider/mml-investors-services-llc) — NONE

- [PENSION ASSURANCE LLP](https://planprovider.pro/provider/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|—|—|

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

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