Vista Maria 403(b) Retirement Plan
Sponsored by Vista Maria · EIN 381359262 · Plan #002
- Total assets
- $3.5M
- Net assets
- $3.5M
- Active participants
- 380
- With balances
- 183
Plan year beginning 01/01/2024 · 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 |
|---|---|---|
| Wilshire Advisors Llc CRD 6210 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Principal Life Insurance Company | Contract administrator, Direct payment from the plan, Recordkeeping fees | $7,969 |
| American United Life Insurance Co | Recordkeeping, Direct payment from the plan, Recordkeeping fees | $1,404 |
| Wilshire Advisors Llc | Investment advisory (plan), Other investment fees and expenses | $0 |