How big is Vista Advisor Group, LLC's plan?

Vista Advisor Group, LLC's plan reported $1.3M in assets and 5 participants for 2025.

Original filing (PDF)20260521171902NAL0005432114001

Vista Advisor Group, LLC

Name: Vista Advisor Group, LLC — Vista Advisor Group, Form 5500 (2025)
Creator: Vista Advisor Group, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Vista Advisor Group 401(k) Plan

401(k) retirement plan · Vista Advisor Group, LLC's Vista Advisor Group 401(k) Plan held $1.3M in plan assets for 5 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.3M

Net assets (EOY)

$1.3M

Plan identifiers

Vista Advisor Group, LLC's EIN is 85-2085044.

EIN 85-2085044

Plan number 001

Plan year 2025

ACK ID 20260521171902NAL0005432114001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Vista Advisor Group, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Vista Advisor Group, LLC's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a default investment (QDIA).

Decision-maker contacts

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

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Plan health score

Above-average plan

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

Vendor & structure

100

Knocking points off