Plan Snapshot
- Plan Sponsor: Vista Hill Foundation
- Sponsor EIN: 951944230
- Sponsor Address: 8910 CLAIREMONT MESA BLVD, SAN DIEGO, CA, 92123
- Plan Type: DC
- Total Participants: 367
- Total Assets: $16.9M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 367 | $16.9M | $1.3M | $0 |
| 2023 | 397 | $14.4M | $1.1M | $0 |
| 2022 | 391 | $14.0M | $1.1M | $0 |
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 |
|---|---|---|---|---|
| LEAF & COLE | 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 | $40,775 | — | $40,775 | — | — |
| 2023 | $34,124 | — | $34,124 | — | — |
| 2022 | $41,206 | $30,176 | $11,030 | — | — |