New Vistas 403(b) Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: New Vistas
  • Sponsor EIN: 850216702
  • Sponsor Address: 1205 PARKWAY DRIVE SUITE A, SANTA FE, NM, 87507
  • Plan Type: 403(b)
  • Total Participants: 9
  • Total Assets: $1.5M

Key Plan Design Features

  • Auto-Enrollment: Yes
  • Auto-Escalation: Yes
  • Allows Roth Contributions: No
  • Participant Loans: No
  • Participant-Directed Investments: No
  • ERISA Section 404(c) Fiduciary Safe Harbor: No

Plan Financials by Year

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
20249$1.5M$28,649$31,251
20239$1.5M$28,649$31,251
20226$1.4M$21,039$21,039

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