Plan Snapshot
- Plan Sponsor: Vista Ford INC.
- Sponsor EIN: 952871788
- Sponsor Address: 21501 VENTURA BLVD, WOODLAND HILLS, CA, 91364
- Plan Type: 401(k)
- Total Participants: 93
- Total Assets: $12.9M
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 | 93 | $12.9M | $26,054 | $288,317 |
| 2023 | 88 | $11.9M | $29,968 | $318,530 |
| 2022 | 85 | $12.1M | $52,904 | $549,292 |
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 |
|---|---|---|---|---|
| BERLINER AND COMPANY | Auditor | — | — | $0 |
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 | $66,965 | — | $1,472 | — | — |
| 2023 | $66,591 | — | — | — | — |
| 2022 | $89,462 | — | $89,462 | — | — |