Sponsor portfolio
VISTA INVESTMENT PARTNERS LLC
EIN 27-1838099financial servicesLatest filing 2024
Plans
1
Retirement
1
$549K assets
Welfare
0
Participants
8
5601 NORTH CLASSEN BOULEVARD, SUITE 101 - OKLAHOMA CITY, OK 73118405-608-5390vistainvestment.comLinkedIn11-50 employeesfinancial services
Plans on this EIN
1 filingPlan deep-dives
Open the plan detail for the full per-plan analytics: fees vs peers, audit grade, asset trajectory, contribution flow, Schedule C providers, and more.Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | VISTA INVESTMENT PARTNERS 401(K) PLAN | 401k | $549K | 8 | 2024 |
Retirement plans