Vista Management Company 401(k) Plan

Form 5500 filing data for plan year 2025.

Plan Snapshot

  • Plan Sponsor: Vista Management Company
  • Sponsor EIN: 760163534
  • Sponsor Address: 1117 ELDRIDGE PARKWAY, HOUSTON, TX, 77077
  • Plan Type: 401(k)
  • Total Participants: 40
  • Total Assets: $1.5M

Key Plan Design Features

  • Auto-Enrollment: Yes
  • 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

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
202540$1.5M$15,385$77,146
202423$1.3M$17,408$76,566
202325$1.1M$16,501$71,643
202225$829,915$15,838$53,888

Similar Plans