· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
STILLWATER VISTA LLC — STILLWATER VISTA LLC 401(K) PLAN, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20250524162515NAL0004080705001
STILLWATER VISTA LLC
Form 5500-SF
FILING_RECEIVED
STILLWATER VISTA LLC 401(K) PLAN
401(k) retirement plan
Active participants
7
Accounts w/ balance
8
Plan assets (EOY)
$2.5M
Net assets (EOY)
$2.5M
Plan health score (directional)
89
/ 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
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
STILLWATER VISTA LLC
.
Find decision makers
Plan sponsor
Name
STILLWATER VISTA LLC
EIN
85-4123488
Address
13520 EVENING CREEK DRIVE N., · SUITE 110 · SAN DIEGO, CA · 92128
Phone
(858) 795-2188
Industry
Finance & Insurance
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
2025-05-24
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
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size Finance & Insurance plans
BLB&B HOLDINGS, LLC
BLB&B HOLDINGS, LLC RE-ESTABLISHED CASH BALANCE PLAN
$2.5M · 27 participants
CHICAGO CAPITAL LLC
CHICAGO CAPITAL LLC PROFIT SHARING PLAN
$2.5M · 9 participants
BLUESTONE INVESTMENT MANAGER, LL
BLUESTONE INVESTMENT MANAGER, LLC
$2.5M · 11 participants
CYPRESS POINT WEALTH MANAGEMENT, LLC
CYPRESS POINT WEALTH MANAGEMENT 401(K) PLAN
$2.5M · 21 participants
VALUE POINT ASSOCIATES, LLC
VALUE POINT 401(K) PLAN
100
Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
$2.5M · 183 participants
HOHIMER WEALTH MANAGEMENT, LLC
HWM COMPANIES 401(K) PLAN
$2.5M · 13 participants
Large plans in California
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND
$215.1B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND E
$190.9B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND F
$188.1B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
RUSSELL 1000 INDEX FUND
$187.7B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
CASH EQUIVALENT FUND II
$125.0B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
BLACKROCK MSCI ACWI EX-US IMI INDEX FUND E
$88.3B
