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Original filing (PDF)20251015110722NAL0002188115001
VISTABILITY
Form 5500
FILING_RECEIVED
403(B) THRIFT PLAN FOR EMPLOYEES OF VISTABILITY
Defined-contribution retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
317
Accounts w/ balance
248
Plan assets (EOY)
$10.8M
Net assets (EOY)
$10.8M
How this plan invests
This plan
1 pooled trust
Schedule D
48 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
98
/ 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
100
Total plan cost
100
Vendor stack
80
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
Helping the score
- Below-peer total fees (2 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for VISTABILITY.
Plan sponsor
Name
VISTABILITY
EIN
94-1606517
Address
1340 ARNOLD DR STE 127 · MARTINEZ, CA · 945534189
Phone
(925) 370-1818
Industry
Other Services (ex. Public Admin)see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-15
Pension benefit codes
2T · Default investment account (QDIA)
2G · Total participant-directed accounts
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
BPM LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsInsurance
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MUTUAL OF AMERICA INVESTMENT CORP | — | NEW YORK, NY | INSURANCE CARRIER | $2K | — |
Investments
46 direct securities · 1 pooled fund· $18.9M(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.
Uncategorized
$10.6M
46 holdings
Pooled Separate Account
$8.4M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| SEPARATE ACCOUNT NUMBER SA2 MUTUAL OF AMERICA · EIN 13-1614399 / PN 002 | Pooled Separate Account | — | — | $8.4M | 77.8% | |
| Mutual of America Interest Accumulation Account Insurance contract | — | — | — | $2.3M | 21.2% | |
| Fidelity Investments VIP Contrafund Fund Pooled separate account | — | — | — | $743K | 6.9% | |
| Mutual of America Clear Passage 2040 Fund Pooled separate account | — | — | — | $662K | 6.1% | |
| DWS Capital Growth Fund Pooled separate account | — | — | — | $583K | 5.4% | |
| Mutual of America Aggressive Allocation Fund Pooled separate account | — | — | — | $531K | 4.9% | |
| T. Rowe Price Blue Chip Growth Fund Pooled separate account | — | — | — | $459K | 4.3% | |
| Mutual of America Clear Passage 2020 Fund Pooled separate account | — | — | — | $435K | 4.0% | |
| Mutual of America Equity Index Fund Pooled separate account | — | — | — | $419K | 3.9% | |
| Mutual of America Moderate Allocation Fund Pooled separate account | — | — | — | $406K | 3.8% | |
| Mutual of America Clear Passage 2030 Fund Pooled separate account | — | — | — | $394K | 3.7% | |
| Vanguard VIF International Fund Pooled separate account | — | — | — | $382K | 3.5% | |
| Vanguard VIF Total Bond Market Index Fund Pooled separate account | — | — | — | $295K | 2.7% | |
| Fidelity Investments VIP Mid-Cap Fund Pooled separate account | — | — | — | $277K | 2.6% | |
| American Century VP Capital Appreciation Fund Pooled separate account | — | — | — | $267K | 2.5% | |
| Mutual of America Core Bond Fund Pooled separate account | — | — | — | $256K | 2.4% | |
| Mutual of America Mid-Cap Equity Index Fund Pooled separate account | — | — | — | $224K | 2.1% | |
| Mutual of America All American Fund Pooled separate account | — | — | — | $207K | 1.9% | |
| Mutual of America Clear Passage 2045 Fund Pooled separate account | — | — | — | $191K | 1.8% | |
| Fidelity Investments VIP Equity Income Fund Pooled separate account | — | — | — | $181K | 1.7% | |
| Mutual of America Conservative Allocation Fund Pooled separate account | — | — | — | $132K | 1.2% | |
| Mutual of America Small Cap Growth Fund Pooled separate account | — | — | — | $121K | 1.1% | |
| Mutual of America Clear Passage 2035 Fund Pooled separate account | — | — | — | $108K | 1.0% | |
| Mutual of America Interest Accumulation Account Group annuity loans, with interest rates at Participant Loan Balance 3.25% to 5.85%; with various maturities | — | — | — | $105K | 1.0% | |
| Vanguard VIF Diversified Value Fund Pooled separate account | — | — | — | $104K | 1.0% | |
| Mutual of America Clear Passage 2050 Fund Pooled separate account | — | — | — | $83K | 0.8% | |
| Mutual of America Intermediate Bond Fund Pooled separate account | — | — | — | $82K | 0.8% | |
| Mutual of America Small Cap Value Fund Pooled separate account | — | — | — | $77K | 0.7% | |
| Mutual of America Clear Passage 2025 Fund Pooled separate account | — | — | — | $72K | 0.7% | |
| Vanguard VIF Real Estate Index Fund Pooled separate account | — | — | — | $70K | 0.7% | |
| Invesco V.I Main Street Fund Pooled separate account | — | — | — | $62K | 0.6% | |
| Mutual of America Clear Passage 2065 Fund Pooled separate account | — | — | — | $60K | 0.6% | |
| Mutual of America Clear Passage 2055 Fund Pooled separate account | — | — | — | $57K | 0.5% | |
| Goldman Sachs VIT U.S. Equity Insights Fund Pooled separate account | — | — | — | $51K | 0.5% | |
| Mutual of America Balanced Fund Pooled separate account | — | — | — | $33K | 0.3% | |
| Mutual of America Mid-Cap Value Fund Pooled separate account | — | — | — | $25K | 0.2% | |
| Goldman Sachs VIT Small Cap Equity Insights Fund Pooled separate account | — | — | — | $24K | 0.2% | |
| Fidelity Investments VIP Asset Manager Fund Pooled separate account | — | — | — | $23K | 0.2% | |
| Mutual of America Clear Passage 2060 Fund Pooled separate account | — | — | — | $18K | 0.2% | |
| Mutual of America Retirement Income Fund Pooled separate account | — | — | — | $12K | 0.1% | |
| Mutual of America International Fund Pooled separate account | — | — | — | $10K | <0.1% | |
| Victory RS Small Cap Growth Equity VIP Series Fund Pooled separate account | — | — | — | $9K | <0.1% | |
| Delaware VIP Small Cap Value Series Fund Pooled separate account | — | — | — | $7K | <0.1% | |
| Neuberger Berman AMT Sustainable Equity Fund Pooled separate account | — | — | — | $6K | <0.1% | |
| PIMCO VIT Real Return Fund Pooled separate account | — | — | — | $2K | <0.1% | |
| American Funds Insurance Series New World Fund Pooled separate account | — | — | — | $1K | <0.1% | |
| Mutual of America Small Cap Equity Index Fund Pooled separate account | — | — | — | $1K | <0.1% |
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