VISTA WEALTH STRATEGIES LLC 401(K) PROFIT SHARING PLAN
401(k) retirement plan
Signals · 1
High average account balance
Active participants
2
Accounts w/ balance
3
Plan assets (EOY)
$2.2M
Net assets (EOY)
$2.2M
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
93
Vendor & structure
100
Helping the score
Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (96th percentile).
Decision-maker contacts
One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for VISTA WEALTH STRATEGIES LLC.
Plan sponsor
Name
VISTA WEALTH STRATEGIES LLC
EIN
27-3922632
Address
12020 SUNRISE VALLEY DRIVE · SUITE 180 · RESTON, VA · 201913429
