VISTA INVESTMENT PARTNERS

Aggregated across all Schedule C name variants below. DOL truncates provider names to 35 chars, so the same legal entity is filed under multiple spellings.

Plans served

Active participants

895

Total plan assets

$15.9M

Filings (rows)

Direct comp

$28K

Indirect comp

SERVICES PROVIDED

Advisor / Consultant3

Plans served

All 3 plans

Sponsor / Plan	Location	Services	Participants	Assets	Direct comp	Indirect comp
MONTEREAU, INC. MONTEREAU, INC. 401(K) PLAN	TULSA, OK	Advisor / Consultant	299	$5.4M	$8K	$0
MONTEREAU, INC. MONTEREAU, INC. 401(K) PLAN	TULSA, OK	Advisor / Consultant	282	$5.3M