Vista Plan Pep
Sponsored by The Finway Group Vista · EIN 421468222 · Plan #020
- Total assets
- $23.9M
- Net assets
- $23.9M
- Active participants
- 430
- With balances
- 391
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Robert W. Baird & Co. Incorporated CRD 8158 | fuzzy_auto · 100% | 2024 |
| Empower Advisory Group, Llc CRD 112058 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Robert W Baird & Co Incorporated | Investment advisory (plan) | $83,052 |
| The Finway Group Llc | Contract administrator | $35,023 |
| Envestnet Retirement Solutions | Other fees | $8,506 |
| Empower Advisory Group, Llc | Investment management | $0 |