How big is Vista Managing Services, LLC's plan?

Vista Managing Services, LLC's plan reported $6.6M in assets and 198 participants for 2024.

Original filing (PDF)20251013113305NAL0001131041001

Vista Managing Services, LLC

Name: Vista Managing Services, LLC — Vista Managing, Form 5500 (2024)
Creator: Vista Managing Services, LLC
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Vista Managing Services 401(k) Plan

401(k) retirement plan · Vista Managing Services, LLC's Vista Managing Services 401(k) Plan held $6.6M in plan assets for 198 participants in 2024, with Fidelity as recordkeeper.

Signals · 1

Late participant contributions

Active participants

198

Accounts w/ balance

256

Plan assets (EOY)

$6.6M

Net assets (EOY)

$6.6M

People on this filing

Debbie Forester signed Vista Managing Services, LLC's 2024 Form 5500 as plan administrator.

Debbie Forester — 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 Managing Services, LLC's EIN is 88-0742465.

EIN 88-0742465

Plan number 001

Plan year 2024

ACK ID 20251013113305NAL0001131041001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Vista Managing Services, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

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

Decision-maker contacts

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

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How this plan invests

This plan

7 pooled trusts

Schedule D

24 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

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.

Compliance & integrity

Total plan cost

Plan health

Vendor & structure

100

Knocking points off

Delinquent participant contributions reported (Schedule H 4a) — 79K (6% of contributions).

Plan sponsor

Name

VISTA MANAGING SERVICES, LLC

EIN

all filings

Address

6050 SOUTHWEST BLVD · SUITE 300 · FORT WORTH, TX · 76109

Phone

(817) 996-2009

Industry

Transportation & Warehousing

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

2025-10-13

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2T · Default investment account (QDIA)

2J · 401(k) feature

2K · 401(m) arrangement

3B · Covers self-employed individuals

2A · Age/service weighted or new comparability

Service providers (Schedule C)

1 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
FIDELITY INVESTMENTS INSTITUTIONAL	04-2647786	—	RECORDKEEPER	$26K	—

Investments

24 direct securities · 7 pooled funds· $6.6M(100% of reported assets)

Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.

Mutual Funds

$5.2M

15 holdings

Common Collective Trusts

$936K

7 holdings

Common Collective Trust

$435K

7 holdings

Other securities

$3K

1 holding

Common Stocks

$2K

1 holding

					% of plan
The American Funds American Funds 2055 Target Date Retirement Fund Class R‐6	Mutual Funds	—	—	$934K	14.3%
Fidelity 500 Index Fund	Common Collective Trusts	—	—	$833K	12.7%
The American Funds American Funds 2045 Target Date Retirement Fund Class R‐6	Mutual Funds	—	—	$728K	11.1%
The American Funds American Funds 2050 Target Date Retirement Fund Class R‐6	Mutual Funds	—	—	$704K	10.8%
The American Funds American Funds 2040 Target Date Retirement Fund Class R‐6	Mutual Funds	—	—	$653K	10.0%
The American Funds American Funds 2025 Target Date Retirement Fund Class R‐6	Mutual Funds	—	—	$461K	7.0%
The American Funds American Funds 2035 Target Date Retirement Fund Class R‐6	Mutual Funds	—	—	$408K	6.2%
The American Funds American Funds 2060 Target Date Retirement Fund Class R‐6	Mutual Funds	—	—	$406K	6.2%
The American Funds American Funds 2030 Target Date Retirement Fund Class R‐6	Mutual Funds	—	—	$384K	5.9%
MORLEY STABLE VALUE PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 93-6274329 / PN 001	Common Collective Trust	—	—	$280K	4.3%
The American Funds American Funds 2065 Target Date Retirement Fund Class R‐6	Mutual Funds	—	—	$280K	4.3%
STABLE VALUE FUND R1 GREAT GRAY TRUST COMPANY · EIN 85-4031707 / PN 653	Common Collective Trust	—	—	$104K	1.6%
The American Funds American Funds 2020 Target Date Retirement Fund Class R‐6	Mutual Funds	—	—	$94K	1.4%
PIMCO Income Fund Institutional Class	Mutual Funds	—	—	$89K	1.4%
MFS GROWTH EQUITY 2W GREAT GRAY TRUST COMPANY, LLC · EIN 38-4126293 / PN 596	Common Collective Trust	—	—	$40K	0.6%
Fidelity Mid Cap Index Fund	Common Collective Trusts	—	—	$28K	0.4%
Fidelity Small Cap Index Fund	Common Collective Trusts	—	—	$24K	0.4%
Fidelity Total Market Index Fund	Common Collective Trusts	—	—	$24K	0.4%
Fidelity U.S. Bond Index Fund	Common Collective Trusts	—	—	$22K	0.3%
The American Funds American Funds Mutual Fund Class R‐6	Mutual Funds	—	—	$18K	0.3%
SMALL CAP GR II R1 GREAT GRAY TRUST COMPANY · EIN 38-4126288 / PN 592	Common Collective Trust	—	—	$8K	0.1%
MFS Investment Management International Diversification Fund Class R6	Mutual Funds	—	—	$8K	0.1%
The American Funds American Funds 2015 Target Date Retirement Fund Class R‐6	Mutual Funds	—	—	$7K	0.1%
Fidelity Total International Index Fund	Common Collective Trusts	—	—	$3K	<0.1%
TCW MetWest TCW MetWest Total Return Bond Fund ‐ P Share	Other securities	—	—	$3K	<0.1%
Fidelity Government Money Market Fund Class K6	Mutual Funds	—	—	$2K	<0.1%
GG MFS MID CP VAL 2W GREAT GRAY TRUST COMPANY, LLC · EIN 38-4139822 / PN 616	Common Collective Trust	—	—	$2K	<0.1%
Great Grey Trust Company GG Trust Mid Cap Value Fund Class 2W	Common Stocks	—	—	$2K	<0.1%
Fidelity Real Estate Index Fund	Common Collective Trusts	—	—	$1K	<0.1%
GG MFS MID CP VAL 2W GREAT GRAY TRUST COMPANY · EIN 26-3783919 / PN 945	Common Collective Trust	—	—	$0	<0.1%
MFS MID CP GROWTH 2W GREAT GRAY TRUST COMPANY, LLC · EIN 38-4126294 / PN 597	Common Collective Trust	—	—	$0	<0.1%