How big is Vista Wealth Advisors LLC's plan?

Vista Wealth Advisors LLC's plan reported $465K in assets and 8 participants for 2025.

Original filing (PDF)20260521092902NAL0002433857001

Vista Wealth Advisors LLC

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

Form 5500-SF

FILING_RECEIVED

Vista Wealth Advisors LLC 401(k) Plan

401(k) retirement plan · Vista Wealth Advisors LLC's Vista Wealth Advisors LLC 401(k) Plan held $465K in plan assets for 8 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$465K

Net assets (EOY)

$465K

People on this filing

Miranda Schwehr signed Vista Wealth Advisors LLC's 2025 Form 5500 as plan administrator.

Miranda Schwehr — 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

Vista Wealth Advisors LLC's EIN is 87-3891672.

EIN 87-3891672

Plan number 001

Plan year 2025

ACK ID 20260521092902NAL0002433857001

Official Form 5500 document

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

Download the official 2025 Form 5500 (PDF)

Plan features

Vista Wealth Advisors LLC'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 VISTA WEALTH ADVISORS LLC.

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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