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Original filing (PDF)20250731182556NAL0003324787001
MOVISTA, INC.
Form 5500
FILING_RECEIVED
MANY HAPPY RETURNS 401(K) PLAN
401(k) retirement plan
Active participants
64
Accounts w/ balance
91
Plan assets (EOY)
$5.0M
Net assets (EOY)
$5.0M
How this plan invests
This plan
25 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 MOVISTA, INC..
Plan sponsor
Name
MOVISTA, INC.
EIN
26-3463558
Address
406 SE 5TH STREET, SUITE 12 · BENTONVILLE, AR · 72712
Phone
(479) 409-5135
Industry
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
2025-07-31
Pension benefit codes
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
SIKICH CPA LLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY O | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $7K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WORLD INVESTMENT ADVISORS LLC | — | SANTA BARBARA, CA | INVESTMENT ADVISOR | $13K | — |
Investments
25 direct securities· $4.9M(98% of reported assets)
Uncategorized
$4.8M
24 holdings
Mutual Funds
$89K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity Investments Fidelity 500 Index | — | — | — | $606K | 12.1% | |
| Schwab Target 2050 Index Institutional | — | — | — | $584K | 11.7% | |
| Fidelity Investments Fidelity Large Cap Growth Index | — | — | — | $523K | 10.5% | |
| Schwab Target 2045 Index Institutional | — | — | — | $498K | 10.0% | |
| Schwab Target 2040 Index Institutional | — | — | — | $364K | 7.3% | |
| Schwab Target 2060 Index Institutional | — | — | — | $313K | 6.3% | |
| Fidelity Investments Fidelity Total Market Index | — | — | — | $281K | 5.6% | |
| Schwab Target 2055 Index Institutional | — | — | — | $269K | 5.4% | |
| Cohen & Steers Cohen & Steers Instl Reality Shares | — | — | — | $222K | 4.4% | |
| MFS International Equity R6 | — | — | — | $210K | 4.2% | |
| Putnam Large Cap value R6 | — | — | — | $153K | 3.1% | |
| American Century American Century Small Cap Growth R6 | — | — | — | $151K | 3.0% | |
| Schwab Target 2035 Index Institutional | — | — | — | $137K | 2.7% | |
| American Century American Century High Income R6 | Mutual Funds | — | — | $89K | 1.8% | |
| Federated Hermes Federated Hermes Govt Obl Advisor | — | — | — | $85K | 1.7% | |
| PIMCO Rae US Small Instl | — | — | — | $72K | 1.4% | |
| Schwab Target 2025 Index Institutional | — | — | — | $65K | 1.3% | |
| Schwab Target 2030 Index Institutional | — | — | — | $60K | 1.2% | |
| Principal Midcap R6 | — | — | — | $59K | 1.2% | |
| Fidelity Investments Fidelity US Bond Index | — | — | — | $53K | 1.1% | |
| American Funds American Funds Bond Fund of Amer R6 | — | — | — | $39K | 0.8% | |
| Fidelity Investments Fidelity Mid Cap Index | — | — | — | $25K | 0.5% | |
| American Funds American Funds New World R6 | — | — | — | $24K | 0.5% | |
| Fidelity Investments Fidelity International Index | — | — | — | $18K | 0.4% | |
| Fidelity Investments Fidelity Small Cap Index | — | — | — | $6K | 0.1% |