# Vista Consulting Group, LLC 401(k) Plan
Source: https://planprovider.pro/companies/vista-consulting-group-llc-401k-plan

> Vista Consulting Group, LLC's 401(k) plan: 122 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Vista Consulting Group, LLC

- **Sponsor EIN:** 274549159

- **Sponsor Address:** 2 PRUDENTIAL PLAZA, CHICAGO, IL, 60601

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

- **Total Participants:** 122

- **Total Assets:** $29.2M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** Yes

- **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|122|$29.2M|$1.3M|$1.9M|

| 2023|120|$23.0M|$1.3M|$1.9M|

| 2022|119|$17.4M|$1.2M|$1.6M|

## 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|

| BAKER TILLY US LLP|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [BAKER TILLY US LLP](https://planprovider.pro/provider/baker-tilly-us-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|$1,225|—|—|—|—|

| 2023|$750|—|—|—|—|

| 2022|$1,485|—|—|—|—|

## Similar Plans

- [D'Escoto, INC.](https://planprovider.pro/companies/d-escoto-inc-401k-plan) — 125 participants

- [Sertifi](https://planprovider.pro/companies/sertifi-401k-plan) — 127 participants

- [G. H. Smart & Company, LLC](https://planprovider.pro/companies/g-h-smart-company-llc-plan-001) — 130 participants

- [The William Everett Group, INC.](https://planprovider.pro/companies/the-william-everett-group-inc-401k-plan) — 131 participants

- [Gardant Management Solutions, INC.](https://planprovider.pro/companies/gardant-management-solutions-inc-401k-plan-002) — 134 participants

- [Wilson Dow Group, INC.](https://planprovider.pro/companies/wilson-dow-group-inc-plan) — 105 participants

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

© 2026 PlanProvider.Pro