Vista Equity Partners Management 401(k) match, vesting and fees
What Vista Equity Partners Management's 401(k) plan says about matching contributions
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Recordkeeper | Fidelity Investments Institutional | Schedule C ↗ |
| Independent auditor | Moss Adams LLP (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
How the plan compares
Plan year 2024 medians for 655 defined-contribution plans in finance and insurance with 500 to 999 participants.
| Vista Equity Partners Management: employer contribution per participant | $8,706 | |
| Peer median | $2,935 |
| Vista Equity Partners Management: average balance | $180,552 | |
| Peer median | $92,770 |
| Vista Equity Partners Management: admin expenses ÷ assets | 0.04% | |
| Peer median | 0.15% |
Admin expenses are the plan's reported administrative expenses divided by its assets; they do not include fund expense ratios.
Plan history
Plan assets went from $81.6M at the end of plan year 2021 to $141M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 833 | $141M | $6.8M | $8,706 | 0.04% | Not published | Form 5500 ↗ |
| 2023 | 754 | $107M | $6.1M | $8,570 | 0.03% | Not published | Form 5500 ↗ |
| 2022 | 628 | $73M | $4.6M | $8,046 | 0.02% | Not published | Form 5500 ↗ |
| 2021 | 494 | $81.6M | $3.4M | $7,503 | 0.04% | Not published | Form 5500 ↗ |
Common questions
Does Vista Equity Partners Management match 401(k) contributions?
The match terms for the Vista Equity Partners Management, LLC Retirement Plan have not been published from its filing yet. The plan year 2024 filing reports $6.8M in employer contributions, about $8,706 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Vista Equity Partners Management 401(k) match vested?
The vesting schedule for the Vista Equity Partners Management, LLC Retirement Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Vista Equity Partners Management 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Fidelity Investments Institutional. The plan administrator is Vista Equity Partners Management, LLC.
I left Vista Equity Partners Management. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Vista Equity Partners Management, LLC, (512) 730-2400) or the recordkeeper, Fidelity Investments Institutional. The Vista Equity Partners Management old 401(k) page lists the contacts from every plan filing. Find an old Vista Equity Partners Management 401(k)
Data from the public Form 5500 annual reports Vista Equity Partners Management filed with the U.S. Department of Labor (plan years 2021 and 2022 and 2023 and 2024) and, where noted, the attached independent auditor's report. Plan terms may have changed since the filing; check your current Summary Plan Description. PlanFacts is not affiliated with Vista Equity Partners Management. Not financial advice. Report a correction · Methodology