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Original filing (PDF)20250326144937NAL0015798433001
VESTA INC
Form 5500
FILING_RECEIVED
VESTA, INC. 403(B) PLAN
Defined-contribution retirement plan
Active participants
168
Accounts w/ balance
198
Plan assets (EOY)
$16.4M
Net assets (EOY)
$16.4M
Plan health score (directional)
95
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
100
Vendor stack
100
Participation health
100
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
- Below-peer total fees (3 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for VESTA INC.
Plan sponsor
Name
VESTA INC
EIN
52-1275072
Address
9301 ANNAPOLIS ROAD · LANHAM, MD · 20706
Phone
(301) 459-9840
Industry
Health Care & Social Assistancesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
006
Plan year
2023
Plan year begin
2023-07-01
Tax period
2024-06-30
Filed
2025-03-26
Pension benefit codes
2F · ERISA section 404(c)
2G · Total participant-directed accounts
Audit & trust (Schedule H)
Auditor
KATZABOSCH
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INV. INST. OPER. CO, INC. | 04-2647786 | — | RECORDKEEPER | $5K | — |
Investments
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.
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