How big is Vista Private Wealth Partners, LLC's plan?

Vista Private Wealth Partners, LLC's plan reported $2.1M in assets and 5 participants for 2024.

Original filing (PDF)20251013131547NAL0000641123001

Vista Private Wealth Partners, LLC

Name: Vista Private Wealth Partners, LLC — Denver Private, Form 5500 (2024)
Creator: Vista Private Wealth Partners, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Denver Private Wealth Management 401(k) Plan

401(k) retirement plan · Vista Private Wealth Partners, LLC's Denver Private Wealth Management 401(k) Plan held $2.1M in plan assets for 5 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.1M

Net assets (EOY)

$2.1M

Plan identifiers

Vista Private Wealth Partners, LLC's EIN is 46-5171416.

EIN 46-5171416

Plan number 001

Plan year 2024

ACK ID 20251013131547NAL0000641123001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Vista Private Wealth Partners, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Vista Private Wealth Partners, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for VISTA PRIVATE WEALTH PARTNERS, LLC.

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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

Vendor & structure

100

Helping the score