Plan Snapshot
- Plan Sponsor: Vista Higher Learning, INC.
- Sponsor EIN: 043225428
- Sponsor Address: 500 BOYLSTON STREET, BOSTON, MA, 02116
- Plan Type: 401(k)
- Total Participants: 198
- Total Assets: $27.5M
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 | 198 | $27.5M | $964,831 | $2.1M |
| 2023 | 189 | $22.1M | $889,878 | $1.9M |
| 2022 | 176 | $17.6M | $766,560 | $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 |
|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | RECORDKEEPER | $34,399 | — | $34,399 |
| TWELVE POINTS WEALTH MANAGEMENT LL | ADVISOR | $25,000 | — | $25,000 |
| AAFCPAS, INC. | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FIDELITY INVESTMENTS INSTITUTIONAL — RECORDKEEPER
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $59,399
- Estimated Expense Ratio: 0.216% 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 | $59,399 | $25,000 | — | — | — |
| 2023 | $56,105 | $25,000 | — | — | — |
| 2022 | $55,209 | — | — | — | — |