# The Vista Foundation 401(k) Plan
Source: https://planprovider.pro/companies/the-vista-foundation-800113235-501

> The Vista Foundation's 401(k) plan: 317 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** The Vista Foundation

- **Sponsor EIN:** 800113235

- **Sponsor Address:** 1021 SPRINGBOARD DRIVE, HERSHEY, PA, 17033

- **Plan Type:** 401(k)

- **Plan Number:** 501

- **Total Participants:** 317

- **Total Assets:** $371,024

## Key Plan Design Features

- **Auto-Enrollment:** No

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** No

- **Participant-Directed Investments:** No

- **ERISA Section 404(c) Fiduciary Safe Harbor:** No

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|317|$371,024|$4.0M|$436,542|

| 2023|329|$131,979|$3.2M|$374,672|

| 2022|279|$74,781|$2.1M|$332,839|

## 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|

| ENGLE-HAMBRIGHT & DAVIES, INC|Investment Advisor|$78,813|—|$78,813|

| THE BENECON GROUP|Investment Advisor|$48,859|—|$48,859|

| CONNECTCARE3|Other Service Provider|$16,966|—|$16,966|

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $144,638

- **Estimated Expense Ratio:** 38.983% 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|-$35,364|—|—|—|—|

| 2023|$151,769|—|—|—|—|

| 2022|$114,129|—|—|—|$114,129|

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