Margaret Perlik signed Vista Capital LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Vista Capital LLC's EIN is 51-0529512.
Download the official 2024 Form 5500 (PDF) for Vista Capital LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Vista Capital LLC's plan includes a defined-benefit pension formula, a frozen benefit (no new accruals).
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDUCIENT ADVISORS LLC | 36-4001764 | — | NONE | $31K | — |
| SUN LIFE CAPITAL MANAGEMENT | 68-0635051 | — | NONE | $25K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| USI CONSULTING GROUP |
The Schedule of Assets is filed as a free-form PDF attachment on EFAST2; we parse these offline and coverage is partial (priority is the largest plans by EOY assets). This plan also reports no pooled (Schedule D) interests, so its holdings aren’t hidden on a master-trust filing. The line-item data lives on DOL EFAST2 under the same ACK_ID.
See Methodology > Data linkages for how Form 5500 / Schedule H / Schedule D / Schedule of Assets fit together.
| 06-1053228 |
| — |
| NONE |
| $202K |
| — |
| CLIFTON LARSON ALLEN LLP | 41-0746749 | — | NONE | $14K | — |
| PRINCIPAL CUSTODY SOLUTIONS | 42-1466678 | — | NONE | $13K | — |
