AUMdb

Vista School 401(k) P/S Plan

Sponsored by The Vista School · EIN 251865368 · Plan #001

Total assets
$8.0M
Net assets
$8.0M
Active participants
325
With balances
519

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
Pa Retirement Solutions, Inc. Other fees $14,892
Lpl Financial Corporation Other fees $0