Plan Ledger DOL Form 5500 · updated monthly

Vista Higher Learning, Inc.401(k)

VISTA HIGHER LEARNING, INC. 401(K) PLAN · BOSTON, MA · plan year 2024

Reported admin expense ratio · 2024
0.24%

Peer grade: A- · admin costs + employer contributions vs same-size plans · how grading works

Vista Higher Learning, Inc. reported $59,399 in plan administrative expenses for 2024: 0.24% of average plan assets, below the peer median. Employer contributions averaged $4,873 per active participant. This ratio covers administrative expenses reported on the plan's Schedule H only; fund-level expense ratios are not included in public structured data — see methodology.

Across the 2 years on file its reported administrative ratio fell from 0.30% to 0.24%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other information & media employers. By assets it is the 1,065th-largest of 2,726 plans among Massachusetts employers on file, and the 830th of 2,199 in information & media. In 2024, employees put in $2.16 for every $1.00 the employer contributed; active participation has grown from 176 to 198 since 2022.

Plan summary
Net assets, end of year$27,524,553
Participants with balances224
Active participants198
Employer contributions$964,831
Employee contributions$2,079,301
Employer contribution per active participant$4,873
Average account balance$122,877
Benefits paid to participants$1,262,288
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$27.5M · 224 accts · $965K emplr
2023$22.1M · 219 accts · $890K emplr
2022$17.6M · 196 accts · $767K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$34,399
Investment management$25,000
Total administrative$59,399
The Vista Higher Learning, Inc. 401(k) match · 2024
Employer contribution per active participant$4,873
Median for plans this size$2,416
2024$4,873 per active participant
2023$4,708 per active participant
2022$4,355 per active participant

Vista Higher Learning, Inc.'s 2024 employer contribution ran above the $2,416 median for plans its size, placing it in the top quarter of its peers. Filings report dollars actually contributed, not the match formula; the formula itself (for example, 50% of the first 6% of pay) lives in the plan's summary plan description from HR.

What these fees cost you

Annual cost at the plan's reported 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20242
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processing$34,399
TWELVE POINTS WEALTH MANAGEMENT LL · Investment advisory (plan)$25,000

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Administrative cost history3
2024$59,399 · 0.24%
2023$56,105 · 0.28%
2022$55,209 · 0.30%
Same employer
Similar plansInformation & Media · Massachusetts
Btc Mobility MA$31.3M · 0.17%
Vnc LLC MA$30.7M · 0.33%
Power Advocate, Inc. MA$29.3M · 0.00%
Processunity Inc MA$27.5M · 0.13%
America's Test Kitchen, LP MA$27.4M · 0.46%
Enterprisedb Corporation MA$26.9M · 0.12%
Paytronix Systems, Inc. MA$26.7M · 0.25%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 043225428 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.