Robert Hackley signed Vista Higher Learning, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Vista Higher Learning, Inc.'s EIN is 04-3225428.
Download the official 2024 Form 5500 (PDF) for Vista Higher Learning, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Vista Higher Learning, Inc.'s plan includes ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA), profit-sharing.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $34K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TWELVE POINTS WEALTH MANAGEMENT LL | 46-5061538 | — | ADVISOR | $25K | — |
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.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| BLKRK LP IDX 2030 K | Common Collective Trusts | — | $3.0M | $3.3M | 12.1% | |
| JPM LG CAP GROWTH R6 | Other securities | — | $2.2M | $3.2M | 11.6% | |
| BLKRK LP IDX 2040 K | Common Collective Trusts | — | $2.4M | $2.9M | 10.6% | |
| BLKRK LP IDX 2035 K | Common Collective Trusts | — | $2.3M | $2.7M | 9.9% | |
| BLKRK LP IDX 2045 K | Common Collective Trusts | — | $2.1M | $2.6M | 9.5% | |
| FID 500 INDEX | Common Collective Trusts | — | $1.5M | $2.1M | 7.5% | |
| BLKRK LP IDX 2055 K | Common Collective Trusts | — | $1.2M | $1.5M | 5.6% | |
| BLKRK LP IDX RTMT K | Common Collective Trusts | — | $1.2M | $1.2M | 4.3% | |
| MFS MID CAP GRTH R6 | Mutual Funds | — | $921K | $1.0M | 3.7% | |
| IS R SM/MD-CAP IDX K | Common Collective Trusts | — | $542K | $659K | 2.4% | |
| BLKRK LP IDX 2060 K | Common Collective Trusts | — | $421K | $500K | 1.8% | |
| MFS VALUE R6 | Mutual Funds | — | $400K | $421K | 1.5% | |
| JPM CORE PLUS BND R6 | Other securities | — | $372K | $355K | 1.3% | |
| VICTORY S EST VAL R6 | Other securities | — | $340K | $345K | 1.3% | |
| PIMCO INCOME INST | Mutual Funds | — | $307K | $297K | 1.1% | |
| OUTSTANDING LOAN BALANCE | Other securities | — | — | $225K | 0.8% | |
| MFS INTL DIVRSN R6 | Mutual Funds | — | $173K | $186K | 0.7% | |
| FID MID CAP IDX | Common Collective Trusts | — | $148K | $166K | 0.6% | |
| PIONEER STRAT INC Y | Common Stocks | — | $158K | $158K | 0.6% | |
| PIM RAE EMRG MKT I | Other securities | — | $156K | $145K | 0.5% | |
| BLKRK LP IDX 2065 K | Common Collective Trusts | — | $104K | $120K | 0.4% | |
| BNYM DV MKT RE SEC I | Other securities | — | $115K | $108K | 0.4% | |
| INVS GOLD SPL MIN R6 | Other securities | — | $96K | $95K | 0.3% | |
| PUTNAM STABLE VALUE PUTNAM FIDUCIARY TRUST COMPANY · EIN 04-3159710 / PN 202 | Common Collective Trust | — | $90K | $90K | 0.3% | |
| FID INTL INDEX | Mutual Funds | — | $79K | $81K | 0.3% | |
| GS ABS RTN TRKR I | Structured Credit (CLO/ABS) | — | $61K | $64K | 0.2% | |
| LZD GLB LST INFRS IS | Other securities | — | $55K | $56K | 0.2% | |
| FA INTL SM CAP Z | Other securities | — | $6K | $6K | <0.1% | |
| LS INFL PROT SEC I | Other securities | — | $215 | $212 | <0.1% | |
| FID GOVT MMKT | Mutual Funds | — | $15 | $15 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
