Vista Life Innovations, Inc. 403(b) Plan
Sponsored by Vista Life Innovations, Inc. · EIN 223106714 · Plan #001
- Total assets
- $8.9M
- Net assets
- $8.9M
- Active participants
- 213
- With balances
- 166
Plan year beginning 07/01/2024 · ERISA 404(c) participant-directed, Total participant-directed account, Default investment account (QDIA)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Mml Investors Services, Llc CRD 10409 | fuzzy_auto · 97% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Tiaa | Recordkeeping, Custodial (securities) | $28,946 |
| Mml Investor Services, Llc | Investment advisory (participants), Investment advisory (plan) | $15,004 |
| Pasi, Llc | Contract administrator | $10,500 |