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Original filing (PDF)20251006080502NAL0001719523001
VISTA FORD INC.
Form 5500
FILING_RECEIVED
VISTA FORD EMPLOYEE SAVINGS/RETIREMENT PLAN
401(k) retirement plan
Signals · 1
67% in single holding
Active participants
93
Accounts w/ balance
112
Plan assets (EOY)
$12.9M
Net assets (EOY)
$12.9M
How this plan invests
This plan
2 pooled trusts
Schedule D
2 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
86
/ 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
75
Total plan cost
65
Vendor stack
100
Participation health
100
Knocking points off
- Top holding "[DFE: EMPOWER TRUST DRIVE INCOME FUND (no filing on disk)]" is 67% of plan.
- 52 bps in Schedule C fees — 79% above peer band of 29 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for VISTA FORD INC..
Plan sponsor
Name
VISTA FORD INC.
EIN
95-2871788
Address
21501 VENTURA BLVD · WOODLAND HILLS, CA · 91364
Phone
(818) 884-7600
Industry
Retail Tradesee all
Plan administrator
Name
NORTHEAST RETIREMENT SERVICES, LLC
EIN
81-5140646
City
WOBURN, MA
Phone
(781) 983-5059
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-06
Pension benefit codes
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)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
BERLINER AND COMPANY
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
5 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY O | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $49K | — |
Broker
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| AMERIPRISE FINANCIAL SERVICES LLC | — | MINNEAPOLIS, MN | BROKER/ADVISER | $0 | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NORTHEAST RETIREMENT SERVICES, INC. | — | WOBURN, MA | CONTRACT ADMIN | $1K | — |
Other
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NATIONAL AUTOMOBILE DEALERS ASSOCIA | — | MCLEAN, VA | OTHER | $14K | — |
| CAPFINANCIAL PARTNERS LLC DBA CAPTR | — | RALEIGH, NC | OTHER | $2K | — |
Investments
2 pooled funds· $3.9M(31% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| EMPOWER TRUST DRIVE INCOME FUND EMPOWER TRUST COMPANY · EIN 47-7319764 / PN 111 | Common Collective Trust | — | — | $2.6M | 20.5% | |
| EMPOWER TRUST DRIVE BALANCED FUND EMPOWER TRUST COMPANY · EIN 47-7326992 / PN 110 | Common Collective Trust | — | — | $1.3M | 10.0% |