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Original filing (PDF)20251003131959NAL0002362576001
VIZZA WASH, L.P.
Form 5500
FILING_RECEIVED
VIZZA WASH, L. P. 401(K) PLAN
401(k) retirement plan
Signals · 2
~119 bps in Sched C feesNo recordkeeper disclosed
Active participants
463
Accounts w/ balance
320
Plan assets (EOY)
$7.0M
Net assets (EOY)
$7.0M
How this plan invests
This plan
1 pooled trust
Schedule D
37 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
86
/ 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
100
Total plan cost
65
Vendor stack
80
Participation health
80
Knocking points off
- 119 bps in Schedule C fees — 129% above peer band of 52 bps.
- No recordkeeper disclosed on Schedule C.
- 69% balance-to-active ratio — below typical for a healthy 401(k).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for VIZZA WASH, L.P..
Plan sponsor
Name
VIZZA WASH, L.P.
DBA
THE WASH TUB
EIN
74-2397010
Address
2208 NW LOOP 410 · SAN ANTONIO, TX · 78230
Phone
(210) 493-8822
Industry
Other Services (ex. Public Admin)see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-03
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
RSM US, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsOther
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STANCORP FINANCIAL GROUP | 93-1253576 | — | NONE | $55K | — |
| ALERA INVESTMENT ADVISORS, LLC | 82-1301707 | — | NONE | $28K | — |
Investments
37 direct securities · 1 pooled fund· $13.8M(100% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
Uncategorized
$7.0M
37 holdings
Pooled Separate Account
$6.9M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| SEPARATE ACCOUNT A STANDARD INSURANCE COMPANY · EIN 93-0242990 / PN 005 | Pooled Separate Account | — | — | $6.9M | 98.6% | |
| Vanguard Trgt Retire 2030 Inv | — | — | — | $1.5M | 21.4% | |
| Vanguard Trgt Retire 2060 Inv | — | — | — | $773K | 11.1% | |
| JP Morgan JPMorgan Large Cap Growth R6 | — | — | — | $508K | 7.3% | |
| Vanguard Trgt Retire 2050 Inv | — | — | — | $444K | 6.4% | |
| Vanguard 500 Index Admiral | — | — | — | $439K | 6.3% | |
| Neuberger Berman Neuberger Berman MidCapGr R6 | — | — | — | $424K | 6.1% | |
| Vanguard Trgt Retire 2040 Inv | — | — | — | $421K | 6.0% | |
| Voya Investment Management Voya Small Cap Growth I | — | — | — | $317K | 4.6% | |
| Vanguard Trgt Retire 2020 Inv | — | — | — | $272K | 3.9% | |
| Dimensional Fund Advisors DFA US Large Cap Value I | — | — | — | $235K | 3.4% | |
| Vanguard Trgt Retire 2055 Inv | — | — | — | $174K | 2.5% | |
| Capital Group American Funds New Perspctv R6 | — | — | — | $173K | 2.5% | |
| Vanguard Growth Index Adm | — | — | — | $165K | 2.4% | |
| Vanguard Trgt Retire Incm Inv | — | — | — | $149K | 2.1% | |
| JP Morgan JPMorgan US Equity R6 | — | — | — | $145K | 2.1% | |
| Vanguard EmergMktStkIdx Adm | — | — | — | $135K | 1.9% | |
| Allspring Global Investments Allspring Specl SmCp Val Ins | — | — | — | $99K | 1.4% | |
| Insurance Contracts * Standard Stable Asset Account Guaranteed investment contract | — | — | — | $95K | 1.4% | |
| Goldman Sachs Goldman Sachs Int Eq Insgt Ins | — | — | — | $73K | 1.0% | |
| Vanguard Trgt Retire 2025 Inv | — | — | — | $63K | 0.9% | |
| Vanguard Trgt Retire 2045 Inv | — | — | — | $61K | 0.9% | |
| Vanguard MdCp Val Idx Adm | — | — | — | $51K | 0.7% | |
| Vanguard Trgt Retire 2035 Inv | — | — | — | $44K | 0.6% | |
| PGIM High Yield Z | — | — | — | $39K | 0.6% | |
| Vanguard Int Term Bd Idx Adm | — | — | — | $28K | 0.4% | |
| Allspring Global Investments Allspring Specl MdCp Val Ins | — | — | — | $24K | 0.3% | |
| Vanguard Dev Mkts Idx Adm | — | — | — | $20K | 0.3% | |
| Dimensional Fund Advisors DFA US Small Cap I | — | — | — | $20K | 0.3% | |
| Vanguard Sm Cap Gr Idx Adm | — | — | — | $19K | 0.3% | |
| Dodge & Cox Dodge & Cox Income X | — | — | — | $14K | 0.2% | |
| PIMCO Long Dur Tot Ret Instl | — | — | — | $14K | 0.2% | |
| Vanguard Mid Cap Idx Adm | — | — | — | $13K | 0.2% | |
| Vanguard Value Index Adm | — | — | — | $11K | 0.2% | |
| Cohen & Steers Cohen & Steers Instl Realty | — | — | — | $7K | <0.1% | |
| Vanguard MdCp Grth Idx Adm | — | — | — | $6K | <0.1% | |
| Vanguard Sm Cap Val Idx Adm | — | — | — | $5K | <0.1% | |
| Vanguard Balanced Idx Adm | — | — | — | $2K | <0.1% |
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