Tonya San Angelo signed Vistra Operations Company LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Vistra Operations Company LLC's EIN is 36-4833461.
Download the official 2024 Form 5500 (PDF) for Vistra Operations Company LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Vistra Operations Company LLC's plan includes ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, 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 |
|---|---|---|---|---|---|
| STRATEGIC ADVISORS, INC. | 04-2654524 | — | NONE | $166K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FID INST OPS CO | 04-2647786 | — | NONE | $328K | — |
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.
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| COMMINGLED LIFECYCLE POOLS SP 500 Index PL CL E 1,475,016.774 Class E shares | Common Collective Trusts | — | $1.5M | $406.8M | 17.3% | |
| FIDELITY SPARTAN 500 GEODE CAPITAL MANAGEMENT TRUST COMPANY, LLC · EIN 82-6293122 / PN 001 | Common Collective Trust | — | — | $406.8M | 17.3% | |
| T ROWE PRICE LARGE CAP GROWTH T. ROME TRUST COMPANY · EIN 32-6528532 / PN 001 | Common Collective Trust | — | $7.5M | $173.1M | 7.4% | |
| BROKERAGE ACCOUNT Fidelity BrokerageLink3 | Self-Directed Brokerage | — | — | $152.7M | 6.5% | |
| Fidelity Freedom Index 20403 4,793,958.300 Class T shares | Mutual Funds | — | $4.8M | $147.7M | 6.3% | |
| FIAM INDX TARGET DATE 2040 FID INST ASSET MGMT TRUST CO · EIN 20-4659714 / PN 082 | Common Collective Trust | — | — | $147.7M | 6.3% | |
| Fidelity Freedom Index 20303 5,512,031.4988 Class T shares | Mutual Funds | — | $5.5M | $142.9M | 6.1% | |
| FIAM INDX TARGET DATE 2030 FID INST ASSET MGMT TRUST CO · EIN 20-4659714 / PN 080 | Common Collective Trust | — | — | $142.9M | 6.1% | |
| Fidelity Freedom Index 20353 4,383,965.300 Class T shares | Mutual Funds | — | $4.4M | $128.2M | 5.5% | |
| FIAM INDX TARGET DATE 2035 FID INST ASSET MGMT TRUST CO · EIN 20-4659714 / PN 081 | Common Collective Trust | — | — | $128.2M | 5.5% | |
| Fidelity Freedom Index 20503 3,310,445.250 Class T shares | Mutual Funds | — | $3.3M | $103.2M | 4.4% | |
| FIAM INDX TARGET DATE 2050 FID INST ASSET MGMT TRUST CO · EIN 20-4659714 / PN 084 | Common Collective Trust | — | — | $103.2M | 4.4% | |
| Fidelity Freedom Index 20453 3,256,085.554 Class T shares | Mutual Funds | — | $3.3M | $102.2M | 4.3% | |
| FIAM INDX TARGET DATE 2045 FID INST ASSET MGMT TRUST CO · EIN 20-4659714 / PN 083 | Common Collective Trust | — | — | $102.2M | 4.3% | |
| FIDELITY SP EXT GLOBAL MARKET GEODE CAPITAL MANAGEMENT TRUST COMPANY, LLC · EIN 82-6293122 / PN 007 | Common Collective Trust | — | $522K | $89.2M | 3.8% | |
| MSF INTERNATIONAL EQUITY MFS HERITAGE TRUST COMPANY · EIN 57-1187281 / PN 013 | Common Collective Trust | — | $4.7M | $86.2M | 3.7% | |
| Fidelity Freedom Index 20253 3,243,155.326 Class T shares | Mutual Funds | — | $3.2M | $80.7M | 3.4% | |
| FIAM INDX TARGET DATE 2025 FID INST ASSET MGMT TRUST CO · EIN 20-4659714 / PN 079 | Common Collective Trust | — | — | $80.7M | 3.4% | |
| WB SMIS Growth A 1,777,179.090 shares | Other securities | — | $1.8M | $74.6M | 3.2% | |
| WILLIAM BLAIR SMID GROWTH GLOBAL TRUST COMPANY - WILLIAM BLAIR · EIN 27-6331814 / PN 007 | Common Collective Trust | — | — | $74.6M | 3.2% | |
| Baird Core Plus Institution 6,845,383.9278 shares | Other securities | — | $6.8M | $68.5M | 2.9% | |
| Fidelity Freedom Index 20553 1,942,502.403 Class T shares | Mutual Funds | — | $1.9M | $62.1M | 2.6% | |
| FIAM INDX TARGET DATE 2055 FID INST ASSET MGMT TRUST CO · EIN 20-4659714 / PN 112 | Common Collective Trust | — | — | $62.1M | 2.6% | |
| BOSTON PARTNERS LARGE CAP VALUE EQ BOSTON PARTNERS TRUST COMPANY · EIN 61-1603964 / PN 001 | Common Collective Trust | — | $1.4M | $57.9M | 2.5% | |
| Fidelity Freedom Index 20203 2,455,684.455 Class T shares | Mutual Funds | — | $2.5M | $56.0M | 2.4% | |
| FIAM INDX TARGET DATE 2020 FID INST ASSET MGMT TRUST CO · EIN 20-4659714 / PN 078 | Common Collective Trust | — | — | $56.0M | 2.4% | |
| DFA US Target Value Fund I 1,433,211.998 shares | Mutual Funds | — | $1.4M | $49.3M | 2.1% | |
| SP Global ex US Index CL E 340,790.188 Class E shares | Other securities | — | $341K | $47.7M | 2.0% | |
| FIDELITY SPARTAN GLOBAL EX-U.S. GEODE CAPITAL MANAGEMENT TRUST COMPANY, LLC · EIN 82-6293122 / PN 005 | Common Collective Trust | — | — | $47.7M | 2.0% | |
| T ROWE PRICE STABLE VALUE T ROWE PRICE TRUST COMPANY · EIN 52-1309931 / PN 001 | Common Collective Trust | — | $44.7M | $44.7M | 1.9% | |
| Fidelity Freedom Index Income3 2,233,111.636 Class T shares | Mutual Funds | — | $2.2M | $37.9M | 1.6% | |
| FIAM INDX TARGET DATE INCOME FID INST ASSET MGMT TRUST CO · EIN 20-4659714 / PN 074 | Common Collective Trust | — | — | $37.9M | 1.6% | |
| Vanguard Total Bond Market Index Fund 3,861,981.779 Institutional Class shares | Common Collective Trusts | — | $3.9M | $36.6M | 1.6% | |
| Participant Loans4 | Participant loans | — | — | $29.7M | 1.3% | |
| Yield | Other securities | — | — | $25.0M | 1.1% | |
| TransAmerica Premier Life Insurance Constant Duration Synthetic GIC Contract No. MDA Company 01140TR, 2.47% Yield | Stable Value | — | — | $24.0M | 1.0% | |
| Fidelity Freedom Index 20603 1,057,420.018 Class T shares | Mutual Funds | — | $1.1M | $24.0M | 1.0% | |
| FIAM INDX TARGET DATE 2060 FID INST ASSET MGMT TRUST CO · EIN 20-4659714 / PN 146 | Common Collective Trust | — | — | $24.0M | 1.0% | |
| Prudential Constant Duration Synthetic GIC Contract GA 62167, 1.81% Yield | Stable Value | — | — | $22.2M | 0.9% | |
| American General Life Constant Duration Synthetic GIC Contract No. 19021, 2.47% Yield | Stable Value | — | — | $19.4M | 0.8% | |
| New York Life Separate Account GIC Contract GA 29022, 2.65% Yield | Stable Value | — | — | $12.7M | 0.5% | |
| STABLE VALUE ACCOUNT NEW YORK LIFE INSURANCE COMPANY · EIN 13-5582869 / PN 209 | Pooled Separate Account | — | — | $12.7M | 0.5% | |
| Fidelity Freedom Index 20153 527,701.463 Class T shares | Mutual Funds | — | $528K | $11.7M | 0.5% | |
| FIAM INDX TARGET DATE 2015 FID INST ASSET MGMT TRUST CO · EIN 20-4659714 / PN 077 | Common Collective Trust | — | — | $11.7M | 0.5% | |
| Fidelity Freedom Index 20103 465,395.987 Class T shares | Mutual Funds | — | $465K | $9.7M | 0.4% | |
| FIAM INDX TARGET DATE 2010 FID INST ASSET MGMT TRUST CO · EIN 20-4659714 / PN 076 | Common Collective Trust | — | — | $9.7M | 0.4% | |
| Vanguard Inflation-Protected Institution 758,117.741 shares | Mutual Funds | — | $758K | $7.0M | 0.3% | |
| Fidelity Freedom Index 20653 407,389.162 Class T shares | Mutual Funds | — | $407K | $6.7M | 0.3% | |
| FIAM INDX TARGET DATE 2065 FID INST ASSET MGMT TRUST CO · EIN 20-4659714 / PN 169 | Common Collective Trust | — | — | $6.7M | 0.3% | |
| Fidelity Management Trust Company Cash management fund, 10,058,049 units, 4.44% Yield | Mutual Funds | — | — | $3.3M | 0.1% |
