Vista Family Of Companies 401(k) Multiple Employer Plan And Profit Sharing Plan
Sponsored by Xojet Aviation, Llc · EIN 710994172 · Plan #001
- Total assets
- $133M
- Net assets
- $133M
- Active participants
- 1,612
- With balances
- 2,325
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Newfront Retirement Services, Inc. CRD 167641 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Fidelity Investments Institutional | Participant loan processing, Sub-transfer agency fees, Recordkeeping fees | $189,903 |
| Newfront Retirement Services Inc | Investment advisory (plan) | $74,946 |
| Caron & Bletzer, Pllc | Accounting | $29,500 |
| The Angel Pension Group Inc | Consulting (general) | $19,500 |
| Stroemer And Complany, Llc | Consulting (general) | $10,315 |