How big is Visit Mesa's plan?

Visit Mesa's plan reported $657K in assets and 13 participants for 2024.

Original filing (PDF)20250609140203NAL0012357107001

Visit Mesa

Name: Visit Mesa — Visit Mesa Retirement Plan, Form 5500 (2024)
Creator: Visit Mesa
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Visit Mesa Retirement Plan

401(k) retirement plan · Visit Mesa's Visit Mesa Retirement Plan held $657K in plan assets for 13 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$657K

Net assets (EOY)

$657K

People on this filing

Shirley Horner signed Visit Mesa's 2024 Form 5500 as plan administrator.

Shirley Horner — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Visit Mesa's EIN is 86-0680719.

EIN 86-0680719

Plan number 001

Plan year 2024

ACK ID 20250609140203NAL0012357107001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Visit Mesa from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Visit Mesa's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for VISIT MESA.

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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

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.

Plan sponsor

Name

VISIT MESA

EIN

all filings

Address

1 N. MACDONALD · SUITE 209 · MESA, AZ · 85201

Phone

(480) 682-3682

Industry

Admin Support & Waste Mgmt

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

2025-06-09

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)

Service providers (Schedule C)

Small plans don't disclose service providers

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