Kathleen Regan signed Vista Maria's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Vista Maria's EIN is 38-1359262.
Download the official 2024 Form 5500 (PDF) for Vista Maria from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Vista Maria's plan includes ERISA 404(c) participant direction, a 403(b) annuity, 403(b) custodial accounts, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $8K | — |
| AMERICAN UNITED LIFE INSURANCE CO | 35-0145825 | — | NONE | $1K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WILSHIRE ADVISORS LLC |
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| AUL AMERICAN UNIT TRUST AMERICAN UNITED LIFE INSURANCE CO · EIN 35-0145825 / PN 000 | Pooled Separate Account | — | — | $3.5M | 100.0% | |
| American Funds AMERFDS 2035 TRGT DATE RET R6 Mutual Fund Shares | Mutual Funds | — | — | $803K | 23.1% | |
| American Funds AMERFDS 2040 TRGT DATE RET R6 Mutual Fund Shares | Mutual Funds | — | — | $470K | 13.5% | |
| American Funds AMERFDS 2025 TRGT DATE RET R6 Mutual Fund Shares | Mutual Funds | — | — | $414K | 11.9% | |
| American Funds AMERFDS 2030 TRGT DATE RET R6 Mutual Fund Shares | Mutual Funds | — | — | $351K | 10.1% | |
| American Funds AMERFDS 2020 TRGT DATE RET R6 Mutual Fund Shares | Mutual Funds | — | — | $281K | 8.1% | |
| American Funds AMERFDS 2045 TRGT DATE RET R6 Mutual Fund Shares | Mutual Funds | — | — | $177K | 5.1% | |
| American Funds AMERFDS 2050 TRGT DATE RET R6 Mutual Fund Shares | Mutual Funds | — | — | $169K | 4.9% | |
| Fidelity 500 Index Mutual Fund Shares | Common Collective Trusts | — | — | $143K | 4.1% | |
| American Funds AMERFDS 2055 TRGT DATE RET R6 Mutual Fund Shares | Mutual Funds | — | — | $136K | 3.9% | |
| American Funds AMERFDS 2060 TRGT DATE RET R6 Mutual Fund Shares | Mutual Funds | — | — | $108K | 3.1% | |
| Fidelity Extended Market IDX Mutual Fund Shares | Common Collective Trusts | — | — | $81K | 2.3% | |
| American Funds AMERFDS 2015 TRGT DATE RET R6 Mutual Fund Shares | Mutual Funds | — | — | $78K | 2.2% | |
| American Funds AMERFDS 2010 TRGT DATE RET R6 Mutual Fund Shares | Mutual Funds | — | — | $72K | 2.1% | |
| Harbor Capital Apprec Ret Mutual Fund Shares | Other securities | — | — | $51K | 1.5% | |
| Vanguard Small Cap Index ADM Mutual Fund Shares | Mutual Funds | — | — | $47K | 1.3% | |
| Vanguard FTSE ALLWDXUS IDX ADM Mutual Fund Shares | Common Collective Trusts | — | — | $35K | 1.0% | |
| Federated Fed Herm Total Return Bond R6 Mutual Fund Shares | Other securities | — | — | $23K | 0.7% | |
| Federated Fed Herm Govt OBL Prem Mutual Fund Shares | Other securities | — | — | $14K | 0.4% | |
| American Funds AMERFDS 2065 TRGT DATE RET R6 Mutual Fund Shares | Mutual Funds | — | — | $13K | 0.4% | |
| DFA Emerging Markets Mutual Fund Shares | Mutual Funds | — | — | $13K | 0.4% | |
| American Funds AMERFDS 2070 TRGT DATE RET R6 Mutual Fund Shares | 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.
| 95-2755361 |
| — |
| INVESTMENT ADVISORY |
| $0 |
| — |
