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  2. Vista Wealth Management, Inc.

Filings through Oct 24, 2026.

Vista Wealth Management, Inc.

EIN 41-2044849-Finance and Insurance-Latest filing 2024
Plans
1
Retirement
1
$2.5M assets
Health & Benefits
0
Participants
4
11552 SUNFLOWER LN N, APT 210 - LAKE ELMO, MN 550425511952-201-9623
Plans on this EIN
1 filing
#001401(k)-$2.5M - 4 part

Plan summaries

The plan page shows fees vs peers, audit grade, asset history, contributions and Schedule C providers.

Retirement#001

VISTA WEALTH MANAGEMENT, INC. 401K PLAN

401(k)

Assets$2.5M
Participants4
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
This company has one plan on file. Open the plan page to see all of its data.

Retirement plans

1 plan on this EIN

PlanNameTypeAssetsParticipantsLatest year
#001VISTA WEALTH MANAGEMENT, INC. 401K PLAN401(k)$2.5M42024
  • VISTA WEALTH MANAGEMENT, INC. 401K PLAN$2.5M
    #001 · 401(k) · 20244
Retirement plans
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