How big is Vista Strategies & Solutions Group, LLC's plan?

Vista Strategies & Solutions Group, LLC's plan reported $1.8M in assets and 6 participants for 2024.

Original filing (PDF)20251013104839NAL0000501123001

Vista Strategies & Solutions Group, LLC

Name: Vista Strategies & Solutions Group, LLC — Form 5500 Plan 002 (2024)
Creator: Vista Strategies & Solutions Group, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Vista Strategies & Solutions Group, LLC Cash Balance Plan

Defined-benefit pension plan · Vista Strategies & Solutions Group, LLC's Vista Strategies & Solutions Group, LLC Cash Balance Plan held $1.8M in plan assets for 6 participants in 2024.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$1.8M

Net assets (EOY)

$1.8M

People on this filing

Vickie Patrick signed Vista Strategies & Solutions Group, LLC's 2024 Form 5500 as plan administrator.

Vickie Patrick — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Vista Strategies & Solutions Group, LLC's EIN is 47-5626464.

EIN 47-5626464

Plan number 002

Plan year 2024

ACK ID 20251013104839NAL0000501123001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Vista Strategies & Solutions Group, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Vista Strategies & Solutions Group, LLC's plan includes a defined-benefit pension formula, a cash-balance formula.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for VISTA STRATEGIES & SOLUTIONS GROUP, 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 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Helping the score