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Original filing (PDF)20251008085950NAL0009065504001
THE VISTA SCHOOL
Form 5500
FILING_RECEIVED
VISTA SCHOOL 401(K) P/S PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
325
Accounts w/ balance
519
Plan assets (EOY)
$8.0M
Net assets (EOY)
$8.0M
How this plan invests
This plan
1 pooled trust
Schedule D
34 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
98
/ 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
80
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
Helping the score
- Below-peer total fees (19 bps vs 52 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for THE VISTA SCHOOL.
Plan sponsor
Name
THE VISTA SCHOOL
EIN
25-1865368
Address
1021 SPRINGBOARD DRIVE · HERSHEY, PA · 17033
Phone
(717) 583-5102
Industry
All Other Professional Services· Professional & Technical Servicessee 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
2025-10-08
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
2S · Automatic enrollment
2T · Default investment account (QDIA)
Audit & trust (Schedule H)
Auditor
RKL LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsAdvisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| LPL FINANCIAL CORPORATION | 04-3046611 | — | INVESTMENT ADVISOR | $0 | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PA RETIREMENT SOLUTIONS, INC. | 27-2487837 | HARRISBURG, PA | CONTRACT ADMINISTRATOR | $15K | — |
Investments
34 direct securities · 1 pooled fund· $15.7M(100% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
Pooled Separate Account
$7.7M
1 holding
Uncategorized
$6.5M
32 holdings
Pooled Separate Accounts
$1.3M
1 holding
Guaranteed Income / GIC
$193K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| MAP CONTRACT SEPARATE ACCOUNT D VOYA RETIREMENT INSURANCE AND ANNUITY COMPANY · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $7.7M | 96.3% | |
| Vanguard Vangrd 500 Index Fund Adm | Pooled Separate Accounts | — | — | $1.3M | 16.1% | |
| Vanguard Vangrd Trgt Retire 2050 Fd | — | — | — | $1.1M | 13.5% | |
| Vanguard Vangrd Trgt Retire 2055 Fd | — | — | — | $805K | 10.1% | |
| Vanguard Vangrd Trgt Retire 2060 Fd | — | — | — | $777K | 9.7% | |
| Vanguard Vangrd Trgt Retire 2040 Fd | — | — | — | $566K | 7.1% | |
| Vanguard Vangrd LifeStrat Grw Fd Inv | — | — | — | $515K | 6.4% | |
| Vanguard Vangrd Mid-Cap Index Fund Adm | — | — | — | $497K | 6.2% | |
| Vanguard Vangrd Trgt Retire 2035 Fd | — | — | — | $310K | 3.9% | |
| Vanguard Vangrd Trgt Retire 2065 Fd | — | — | — | $243K | 3.0% | |
| Vanguard Vangrd LifeStrat Md Grw Fd Inv | — | — | — | $225K | 2.8% | |
| Vanguard Vangrd Trgt Retire 2045 Fd | — | — | — | $224K | 2.8% | |
| Vanguard Vangrd Tot Int Stk In F Adm | — | — | — | $197K | 2.5% | |
| * Voya Fixed Account, at contract value | Guaranteed Income / GIC | — | — | $193K | 2.4% | |
| Vanguard Vangrd Trgt Retire Inc Fd | — | — | — | $167K | 2.1% | |
| MFS Growth Fund R6 | — | — | — | $133K | 1.7% | |
| Voya Intermediate Bond Fund R6 | — | — | — | $128K | 1.6% | |
| Participant Loans 5.75% to 10.00% | — | — | — | $103K | 1.3% | |
| Vanguard Vangrd Trgt Retire 2030 Fd | — | — | — | $91K | 1.1% | |
| American Funds American Funds EuroPacific R6 | — | — | — | $72K | 0.9% | |
| Dimensional Fund Advisors DFA Emerging Markets Pt Ins | — | — | — | $65K | 0.8% | |
| Voya Gv Mny Mkt F A (Hld Acct) | — | — | — | $58K | 0.7% | |
| Vanguard Vangrd Trgt Retire 2025 Fd | — | — | — | $52K | 0.7% | |
| Vanguard Vangrd LifeStrat Inc Fd Inv | — | — | — | $48K | 0.6% | |
| American Funds American Funds Wash Mutual R6 | — | — | — | $38K | 0.5% | |
| Vanguard Vangrd Trgt Retire 2020 Fd | — | — | — | $31K | 0.4% | |
| ClearBridge ClrBrg SmCp Grw Fd IS | — | — | — | $22K | 0.3% | |
| Vanguard Vangrd Trgt Retire 2070 Fd | — | — | — | $20K | 0.3% | |
| Dimensional Fund Advisors DFA Intl Small Comp Port Ins | — | — | — | $15K | 0.2% | |
| Dimensional Fund Advisors DFA Global Real Est Sec Pt Ins | — | — | — | $12K | 0.2% | |
| Vanguard Vangrd LifeStrat Cns Gr Fd Inv | — | — | — | $11K | 0.1% | |
| PIMCO CmdtyRlRtn Strat Fnd Ins | — | — | — | $10K | 0.1% | |
| Eaton Vance Inc Eaton Vance Inc Fd of Bstn R6 | — | — | — | $4K | <0.1% | |
| PIMCO Income Fund Ins | — | — | — | $4K | <0.1% | |
| Dimensional Fund Advisors DFA Infl-Prot Sec Port Ins | — | — | — | $1K | <0.1% |