AUMdb

Vista Metals, Inc. Profit Sharing Plan

Sponsored by Vista Metals, Inc. · EIN 251199368 · Plan #001

Total assets
$11.1M
Net assets
$11.1M
Active participants
154
With balances
154

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
Fragasso Financial Advisors Inc. CRD 123255 deterministic · 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
Empower Annuity Insurance Company Recordkeeping fees $19,837
Fragasso Financial Advisors Investment advisory (plan) $16,800
Empower Advisory Group, Llc Investment management $359