· 2022–2024 · DOL EFAST2

WMC Vista Holdings, LLC — WMC Vista Holdings, LLC, Form 5500 (2025)

Original filing (PDF)20260121073020NAL0006895170001

WMC Vista Holdings, LLC

Form 5500-SF

FILING_RECEIVED

WMC Vista Holdings, LLC 401(k) Plan

401(k) retirement plan · WMC Vista Holdings, LLC's WMC Vista Holdings, LLC 401(k) Plan held $300K in plan assets for 6 participants in 2025.

Signals · 1

High average account balance

Active participants

6

Accounts w/ balance

2

Plan assets (EOY)

$300K

Net assets (EOY)

$300K

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

64

Vendor & structure

100

Knocking points off

Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (11th percentile).

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (94th percentile).

Decision-maker contacts

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

Plan sponsor

Name

WMC VISTA HOLDINGS, LLC

EIN

82-1169936all filings

Address

13612 MIDWAY RD, STE 100 · DALLAS, TX · 75244

Phone

(214) 906-4905

Industry

Real Estate

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2025

Plan year begin

2025-01-01

Tax period

2025-12-31

Filed

2026-01-21

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2R · Participant-directed brokerage (SDBA)

2T · Default investment account (QDIA)

Service providers (Schedule C)

Small plans don't disclose service providers

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