AUMdb

Vista Consulting Group, Llc

Sponsored by Vista Consulting Group, Llc · EIN 274549159 · Plan #001

Total assets
$29.2M
Net assets
$29.2M
Active participants
122
With balances
269

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
Fidelity Investments Institutional Participant loan processing, Sub-transfer agency fees, Recordkeeping fees $1,225