Plan Snapshot
- Plan Sponsor: Vista Equity Partners Management, LLC
- Sponsor EIN: 260434499
- Sponsor Address: 4 EMBARCADERO CENTER, SAN FRANCISCO, CA, 94111
- Plan Type: 401(k)
- Total Participants: 642
- Total Assets: $140.8M
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 | 642 | $140.8M | $6.8M | $10.2M |
| 2023 | 591 | $107.3M | $6.1M | $9.1M |
| 2022 | 489 | $73.0M | $4.6M | $6.6M |
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 |
|---|---|---|---|---|
| STRATEGIC ADVISORS, INC. | ADVISOR | $34,617 | — | $34,617 |
| FIDELITY INVESTMENTS INSTITUTIONAL | RECORDKEEPER | $20,152 | — | $20,152 |
| MOSS ADAMS LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- STRATEGIC ADVISORS, INC. — ADVISOR
- FIDELITY INVESTMENTS INSTITUTIONAL — RECORDKEEPER
- MOSS ADAMS LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $54,769
- Estimated Expense Ratio: 0.039% 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 | $54,769 | $34,617 | $300 | — | — |
| 2023 | $24,532 | $20,961 | — | — | — |
| 2022 | $14,927 | $9,402 | — | — | — |