# Vista Higher Learning, INC. 401(k) Plan
Source: https://planprovider.pro/companies/vista-higher-learning-inc-401k-plan

> Vista Higher Learning, INC.'s 401(k) plan: 198 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/fidelity-investments) — 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|—|—|—|—|

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