How big is Vistica Wealth Advisors, LLC's plan?

Vistica Wealth Advisors, LLC's plan reported $351K in assets and 3 participants for 2024.

Original filing (PDF)20250822153958NAL0005427409001

Vistica Wealth Advisors, LLC

Name: Vistica Wealth Advisors, LLC — Vistica Wealth, Form 5500 (2024)
Creator: Vistica Wealth Advisors, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Vistica Wealth Advisors, LLC 401(k) Plan

401(k) retirement plan · Vistica Wealth Advisors, LLC's Vistica Wealth Advisors, LLC 401(k) Plan held $351K in plan assets for 3 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$351K

Net assets (EOY)

$351K

Plan identifiers

Vistica Wealth Advisors, LLC's EIN is 20-3805621.

EIN 20-3805621

Plan number 001

Plan year 2024

ACK ID 20250822153958NAL0005427409001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Vistica Wealth Advisors, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Vistica Wealth Advisors, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for VISTICA WEALTH ADVISORS, LLC.

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Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score