# Vista Equity Partners Management, LLC 401(k) Plan
Source: https://planprovider.pro/companies/vista-equity-partners-management-llc-401k-plan

> Vista Equity Partners Management, LLC's 401(k) plan: 642 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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.](https://planprovider.pro/provider/creative-planning) — ADVISOR

- [FIDELITY INVESTMENTS INSTITUTIONAL](https://planprovider.pro/provider/fidelity-investments) — RECORDKEEPER

- [MOSS ADAMS LLP](https://planprovider.pro/provider/milliman) — 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|—|—|—|

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

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