Plan Ledger DOL Form 5500 · updated monthly

Vista Managing Services, LLC401(k)

VISTA MANAGING SERVICES 401(K) PLAN · FORT WORTH, TX · plan year 2024

Reported admin expense ratio · 2024
0.43%

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

Vista Managing Services, LLC reported $26,573 in plan administrative expenses for 2024: 0.43% of average plan assets, below the peer median. Employer contributions averaged $2,231 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 1 year on file its reported administrative ratio rose from 0.38% to 0.43%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other transportation & warehousing employers. By assets it is among the smaller plans on file in Texas (3,700th of 5,688), and 1,446th of 2,677 in transportation & warehousing. In 2024, employees put in $2.05 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$6,550,443
Participants with balances256
Active participants198
Employer contributions$441,836
Employee contributions$906,786
Employer contribution per active participant$2,231
Average account balance$25,588
Benefits paid to participants$1,470,935
Plan auditUnmodified (clean) audit opinion
AuditorSUTTON FROST CARY LLP
Plan history2
Yearassets · accounts · employer contribution
2024$6.6M · 256 accts · $442K emplr
2023$5.8M · 299 accts · $493K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$26,351
Investment management$222
Total administrative$26,573
The Vista Managing Services, LLC 401(k) match · 2024
Employer contribution per active participant$2,231
Median for plans this size$1,313
2024$2,231 per active participant
2023$2,172 per active participant

Vista Managing Services, LLC's 2024 employer contribution ran above the $1,313 median for plans its size. 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 · 20241

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

Administrative cost history2
2024$26,573 · 0.43%
2023$19,231 · 0.38%
Same employer
Similar plansTransportation & Warehousing · Texas
Modern Aviation, Inc. TX$7.0M · 1.08%
Business Jet Center, LTD. TX$6.9M · 0.62%
Kimrad Transport, LP TX$6.7M · 0.68%
Frontier Tank Lines TX$6.6M · 0.18%
Bbenefits, LLC TX$6.5M · 0.44%

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Source: U.S. Department of Labor, Form 5500 series, EIN 880742465 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.