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  2. VISTA CAPITAL, LLC
Sponsor portfolio

VISTA CAPITAL, LLC

EIN 51-0529512-Manufacturing-Latest filing 2024
Plans
2
Retirement
2
$37.4M assets
Welfare
0
Participants
1,130
80 FIELD POINT ROAD - GREENWICH, CT 06830203-622-6600
Plans on this EIN
2 filings
#004TraditionalDB-$24.3M - 1,060 part#002401k-$13.1M - 70 part

Retirement portfolio analytics

2 plans aggregated / $37.4M assets / 1,130 participants

Assets by plan

Share of aggregate retirement assets

65%top
  • CORPORATION RETIREMENT PLAN (#004)65%
  • INDUSTRIES THRIFT PLAN (#002)35%
Total $37.4MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • CORPORATION RETIREMENT PLAN (#004)1,060
  • INDUSTRIES THRIFT PLAN (#002)70
Total 1,130Click row to drill in

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#004

AMERICAN OPTICAL CORPORATION RETIREMENT PLAN

TraditionalDB

Assets$24.3M
Participants1,060
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

AMERICAN OPTICAL / M & R INDUSTRIES THRIFT PLAN

401k

Assets$13.1M
Participants70
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
004AMERICAN OPTICAL CORPORATION RETIREMENT PLANTraditionalDB$24.3M1,0602024
002AMERICAN OPTICAL / M & R INDUSTRIES THRIFT PLAN401k$13.1M702024
Retirement plans
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