· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
VISTA TAX GROUP, LLC — VISTA TAX GROUP, LLC CASH BALANCE PLAN, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20251013101727NAL0000468259011
VISTA TAX GROUP, LLC
Form 5500-SF
FILING_RECEIVED
VISTA TAX GROUP, LLC CASH BALANCE PLAN
Defined-benefit pension plan
Active participants
6
Accounts w/ balance
—
Plan assets (EOY)
$2.0M
Net assets (EOY)
$2.0M
Plan health score (directional)
89
/ 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
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
VISTA TAX GROUP, LLC
.
Find decision makers
Plan sponsor
Name
VISTA TAX GROUP, LLC
EIN
20-2863739
Address
120 COLUMBIA TURNPIKE, SUITE 3 · FLORHAM PARK, NJ · 07932
Phone
(973) 593-0500
Industry
Professional & Technical Services
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-13
Pension benefit codes
1C · Cash balance or similar hybrid DB
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size Professional & Technical Services plans
RAVI TAX PREPARATION SERVICES INC
RAVI TAX RETIREMENT
$2.0M · 2 participants
FINANCIAL SECURITY MANAGEMENT, INC.
FINANCIAL SECURITY MANAGEMENT, INC. 401(K) PLAN
$2.0M · 46 participants
TAXES PLUS, INC. DBA H&R BLOCK
TAXES PLUS RETIREMENT PLAN
$2.0M · 58 participants
CUNNINGHAM, MALONE & MORTON
CUNNINGHAM, MALONE & MORTON PROFIT SHARING 401K PLAN
$2.0M · 17 participants
KEYSTONE CPA, INC
KEYSTONE CPA, INC. DEFINED BENEFIT PENSION PLAN
100
Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.
$2.0M · 11 participants
SAFSTROM & COMPANY PS
SAFSTROM & COMPANY PS 401(K) PROFIT SHARING PLAN & TRUST
$2.0M · 10 participants
Large plans in New Jersey
JPMORGAN CHASE BANK, NATIONAL ASSOCIATION
JPMORGAN CHASE 401(K) SAVINGS PLAN
$52.9B · 185,310 participants
VERIZON COMMUNICATIONS INC.
VERIZON MASTER SAVINGS TRUST
$41.1B
PGIM, INC.
PGIM FIXED INCOME GLOBAL LIQUIDITY RELATIVE VALUE MASTER FUND, LTD.
$38.4B
VERIZON COMMUNICATIONS INC.
VERIZON SAVINGS PLAN FOR MANAGEMENT EMPLOYEES
$29.4B · 63,563 participants
JOHNSON AND JOHNSON
JOHNSON AND JOHNSON SAVINGS PLAN TRUST
$24.2B
JOHNSON AND JOHNSON
JOHNSON AND JOHNSON SAVINGS PLAN
$23.6B · 44,280 participants
