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Original filing (PDF)20251015105021NAL0004634193001
VISTA HIGHER LEARNING, INC.
Form 5500
FILING_RECEIVED
VISTA HIGHER LEARNING, INC. 401(K) PLAN
401(k) retirement plan
Active participants
198
Accounts w/ balance
224
Plan assets (EOY)
$27.5M
Net assets (EOY)
$27.5M
How this plan invests
This plan
1 pooled trust
Schedule D
31 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
100
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
100
Total plan cost
100
Vendor stack
100
Participation health
100
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for VISTA HIGHER LEARNING, INC..
Plan sponsor
Name
VISTA HIGHER LEARNING, INC.
EIN
04-3225428
Address
500 BOYLSTON STREET · SUITE 620 · BOSTON, MA · 02116
Phone
(617) 728-9394
Industry
Information / Tech / Mediasee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-15
Pension benefit codes
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
2E · Profit-sharing
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
AAFCPAS, INC.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $34K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TWELVE POINTS WEALTH MANAGEMENT LL | 46-5061538 | — | ADVISOR | $25K | — |
Investments
29 direct securities · 1 pooled fund· $24.6M(89% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
Uncategorized
$24.5M
29 holdings
Common Collective Trust
$90K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| BLKRK LP IDX 2030 K | — | 194,404.039 | $3.0M | $3.3M | 12.1% | |
| JPM LG CAP GROWTH R6 | — | 38,203.402 | $2.2M | $3.2M | 11.6% | |
| BLKRK LP IDX 2040 K | — | 142,198.099 | $2.4M | $2.9M | 10.6% | |
| BLKRK LP IDX 2035 K | — | 143,901.895 | $2.3M | $2.7M | 9.9% | |
| BLKRK LP IDX 2045 K | — | 118,175.034 | $2.1M | $2.6M | 9.5% | |
| FID 500 INDEX | — | 10,086.245 | $1.5M | $2.1M | 7.5% | |
| BLKRK LP IDX 2055 K | — | 63,536.351 | $1.2M | $1.5M | 5.6% | |
| BLKRK LP IDX RTMT K | — | 85,794.496 | $1.2M | $1.2M | 4.3% | |
| MFS MID CAP GRTH R6 | — | 32,064.751 | $921K | $1.0M | 3.7% | |
| IS R SM/MD-CAP IDX K | — | 39,172.296 | $542K | $659K | 2.4% | |
| BLKRK LP IDX 2060 K | — | 23,191.545 | $421K | $500K | 1.8% | |
| MFS VALUE R6 | — | 8,698.235 | $400K | $421K | 1.5% | |
| JPM CORE PLUS BND R6 | — | 49,802.888 | $372K | $355K | 1.3% | |
| VICTORY S EST VAL R6 | — | 7,499.31 | $340K | $345K | 1.3% | |
| PIMCO INCOME INST | — | 28,255.206 | $307K | $297K | 1.1% | |
| OUTSTANDING LOAN BALANCE | — | — | — | $225K | 0.8% | |
| MFS INTL DIVRSN R6 | — | 8,142.812 | $173K | $186K | 0.7% | |
| FID MID CAP IDX | — | 4,916.943 | $148K | $166K | 0.6% | |
| PIONEER STRAT INC Y | — | 16,852.923 | $158K | $158K | 0.6% | |
| PIM RAE EMRG MKT I | — | 14,332.77 | $156K | $145K | 0.5% | |
| BLKRK LP IDX 2065 K | — | 7,878.607 | $104K | $120K | 0.4% | |
| BNYM DV MKT RE SEC I | — | 13,441.673 | $115K | $108K | 0.4% | |
| INVS GOLD SPL MIN R6 | — | 3,662.13 | $96K | $95K | 0.3% | |
| PUTNAM STABLE VALUE PUTNAM FIDUCIARY TRUST COMPANY · EIN 04-3159710 / PN 202 | Common Collective Trust | 90,006.54 | $90K | $90K | 0.3% | |
| FID INTL INDEX | — | 1,702.735 | $79K | $81K | 0.3% | |
| GS ABS RTN TRKR I | — | 6,386.559 | $61K | $64K | 0.2% | |
| LZD GLB LST INFRS IS | — | 3,607.592 | $55K | $56K | 0.2% | |
| FA INTL SM CAP Z | — | 195.344 | $6K | $6K | <0.1% | |
| LS INFL PROT SEC I | — | 22.44 | $215 | $212 | <0.1% | |
| FID GOVT MMKT | — | 15.23 | $15 | $15 | <0.1% |
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