Plan Snapshot
- Plan Sponsor: Vista Bancshares, INC.
- Sponsor EIN: 751940062
- Sponsor Address: 1508 TEXAS AVE, LUBBOCK, TX, 79401
- Plan Type: 401(k)
- Total Participants: 206
- Total Assets: $16.4M
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 | 206 | $16.4M | $791,612 | $1.3M |
| 2023 | 176 | $14.3M | $592,003 | $982,441 |
| 2022 | 139 | $13.3M | $462,688 | $769,984 |
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 |
|---|---|---|---|---|
| WHITLEY PENN LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- WHITLEY PENN LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
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 | $24,717 | $4,027 | $1,260 | — | — |
| 2023 | $2,306 | — | $1,260 | — | — |
| 2022 | $2,986 | — | $2,656 | — | — |