How big is Vista CPAS LLC's plan?

Vista CPAS LLC's plan reported $922K in assets and 6 participants for 2024.

Original filing (PDF)20250403150141NAL0005910067001

Vista CPAS LLC

Name: Vista CPAS LLC — Vista CPAS LLC 401(k) Plan, Form 5500 (2024)
Creator: Vista CPAS LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Vista CPAS LLC 401(k) Plan

401(k) retirement plan · Vista CPAS LLC's Vista CPAS LLC 401(k) Plan held $922K in plan assets for 6 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$922K

Net assets (EOY)

$922K

Plan identifiers

Vista CPAS LLC's EIN is 92-2623990.

EIN 92-2623990

Plan number 001

Plan year 2024

ACK ID 20250403150141NAL0005910067001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Vista CPAS 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 CPAS 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

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (97th percentile).

Plan sponsor

Name

VISTA CPAS LLC

EIN

all filings

Address

930 TOWLSTON RD · MCLEAN, VA · 221021025

Phone

(301) 645-6200

Industry

CPA Offices· Professional & Technical Services

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

2025-04-03

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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