Samantha Szakacs signed Vista Consulting Group, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Vista Consulting Group, LLC's EIN is 27-4549159.
Download the official 2024 Form 5500 (PDF) for Vista Consulting Group, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Vista Consulting Group, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $1K | — |
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Fidelity Freedom Index 2050 Fund Collective Trust | Common Collective Trusts | — | — | $4.4M | 15.0% | |
| FID FRDM INX 2050 B FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 084 | Common Collective Trust | — | — | $4.4M | 15.0% | |
| Fidelity Freedom Index 2055 Fund Collective Trust | Common Collective Trusts | — | — | $4.2M | 14.4% | |
| FID FRDM INX 2055 B FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 112 | Common Collective Trust | — | — | $4.2M | 14.4% | |
| Fidelity 500 Index Fund Mutual Fund | Common Collective Trusts | — | — | $3.8M | 13.0% | |
| Fidelity Freedom Index 2040 Fund Collective Trust | Common Collective Trusts | — | — | $3.7M | 12.6% | |
| FID FRDM INX 2040 B FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 082 | Common Collective Trust | — | — | $3.7M | 12.6% | |
| Fidelity Freedom Index 2045 Fund Collective Trust | Common Collective Trusts | — | — | $2.9M | 9.9% | |
| FID FRDM INX 2045 B FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 083 | Common Collective Trust | — | — | $2.9M | 9.9% | |
| Fidelity Contrafund K Fund Mutual Fund | Mutual Funds | — | — | $2.0M | 6.8% | |
| FID FRDM INX 2035 B FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 081 | Common Collective Trust | — | — | $1.9M | 6.4% | |
| Fidelity Freedom Index 2035 Fund Collective Trust | Common Collective Trusts | — | — | $1.9M | 6.4% | |
| Fidelity Freedom Index 2060 Fund Collective Trust | Common Collective Trusts | — | — | $1.4M | 4.9% | |
| FID FRDM INX 2060 B FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 146 | Common Collective Trust | — | — | $1.4M | 4.9% | |
| Fidelity Mid Cap Index Fund Mutual Fund | Common Collective Trusts | — | — | $505K | 1.7% | |
| Fidelity International Index Fund Mutual Fund | Common Collective Trusts | — | — | $487K | 1.7% | |
| Fidelity US Bond Index Fund Mutual Fund | Common Collective Trusts | — | — | $472K | 1.6% | |
| Principal Equity Income Fund Institutional Class Mutual Fund | Other securities | — | — | $441K | 1.5% | |
| Fidelity Small Cap Index Fund Mutual Fund | Common Collective Trusts | — | — | $393K | 1.3% | |
| John Hancock Triton N Mutual Fund | Other securities | — | — | $384K | 1.3% | |
| MassMutual Select Mid Cap Growth Fund I Mutual Fund | Other securities | — | — | $355K | 1.2% | |
| Fidelity Freedom Index 2065 Fund Collective Trust | Common Collective Trusts | — | — | $264K | 0.9% | |
| FID FRDM INX 2065 B FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 169 | Common Collective Trust | — | — | $264K | 0.9% | |
| Fidelity Freedom Index 2025 Fund Collective Trust | Common Collective Trusts | — | — | $251K | 0.9% | |
| FID FRDM INX 2025 B FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 079 | Common Collective Trust | — | — | $251K | 0.9% | |
| Fidelity Freedom Index 2030 Fund Collective Trust | Common Collective Trusts | — | — | $241K | 0.8% | |
| FID FRDM INX 2030 B FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 080 | Common Collective Trust | — | — | $241K | 0.8% | |
| John Hancock Disciplined Value Mid Cap R6 Fund Mutual Fund | Other securities | — | — | $237K | 0.8% | |
| American Funds EuroPacific Growth Fund Mutual Fund | Mutual Funds | — | — | $219K | 0.7% | |
| Fidelity Freedom Index 2020 Fund Collective Trust | Common Collective Trusts | — | — | $206K | 0.7% | |
| FID FRDM INX 2020 B FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 078 | Common Collective Trust | — | — | $206K | 0.7% | |
| Fidelity Government Money Market Fund Money Market | Mutual Funds | — | — | $130K | 0.4% | |
| American Beacon Small Cap Value Inst Fund Mutual Fund | Other securities | — | — | $107K | 0.4% | |
| maturing through September 2031 | Other securities | — | — | $90K | 0.3% | |
| Invesco Developing Markets Fund Class R6 Mutual Fund | Mutual Funds | — | — | $75K | 0.3% | |
| PGIM TOT RET BOND LP GREAT GRAY TRUST COMPANY · EIN 38-4097323 / PN 471 | Common Collective Trust | — | — | $46K | 0.2% | |
| Fidelity Short Term Bond Index Mutual Fund | Mutual Funds | — | — | $24K | <0.1% | |
| Fidelity Freedom Index 2015 Fund Collective Trust | Common Collective Trusts | — | — | $22K | <0.1% | |
| FID FRDM INX 2015 B FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 077 | Common Collective Trust | — | — | $22K | <0.1% | |
| PIMCO All Asset Admin Fund Mutual Fund | Mutual Funds | — | — | $10K | <0.1% | |
| FID FRDM INX INC B FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 074 | Common Collective Trust | — | — | $7K | <0.1% | |
| Fidelity Freedom Index Income Fund Y Collective Trust | Common Collective Trusts | — | — | $7K | <0.1% | |
| PIMCO Income Fund Institutional Class Mutual Fund | Mutual Funds | — | — | $4K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
