AUMdb

Vista Bancshares 401(k)profit Sharing Plan

Sponsored by Vista Bancshares, Inc. · EIN 751940062 · Plan #001

Total assets
$16.4M
Net assets
$16.4M
Active participants
206
With balances
227

Plan year beginning 01/01/2024 · 401(k)

Linked investment advisers

Advisory firms matched from Schedule C service providers (investment codes 26-28).

No linked investment advisers.

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Empower Annuity Insurance Co Amer Recordkeeping fees, Investment management $25,819
Kb Pension Services Inc. Contract administrator, Plan administrator $1,260
Kestra Investment Services, Inc. Other commissions $0