Vista Managing Services 401(k) match, vesting and fees
What Vista Managing Services' 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 | Sutton Frost Cary LLP (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
| Late participant contributions | Reported on the filing | Schedule H ↗ |
How the plan compares
Plan year 2024 medians for 1,836 defined-contribution plans in transportation and warehousing with 100 to 499 participants.
| Vista Managing Services: employer contribution per participant | $1,726 | |
| Peer median | $1,076 |
| Vista Managing Services: average balance | $25,588 | |
| Peer median | $31,804 |
| Vista Managing Services: admin expenses ÷ assets | 0.43% | |
| Peer median | 0.46% |
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 $5.8M at the end of plan year 2023 to $6.6M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 269 | $6.6M | $442K | $1,726 | 0.43% | Not published | Form 5500 ↗ |
| 2023 | 309 | $5.8M | $493K | $1,649 | 0.38% | Not published | Form 5500 ↗ |
Common questions
Does Vista Managing Services match 401(k) contributions?
The match terms for the Vista Managing Services 401(k) Plan have not been published from its filing yet. The plan year 2024 filing reports $442K in employer contributions, about $1,726 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Vista Managing Services 401(k) match vested?
The vesting schedule for the Vista Managing Services 401(k) Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Vista Managing Services 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Fidelity Investments Institutional. The plan administrator is Vista Managing Services, LLC.
I left Vista Managing Services. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Vista Managing Services, LLC, (817) 996-2009) or the recordkeeper, Fidelity Investments Institutional. The Vista Managing Services old 401(k) page lists the contacts from every plan filing. Find an old Vista Managing Services 401(k)
Data from the public Form 5500 annual reports Vista Managing Services filed with the U.S. Department of Labor (plan years 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 Managing Services. Not financial advice. Report a correction · Methodology