Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
MAR VISTA INVESTMENT PARTNERS
EIN 56-2671142Finance and InsuranceLatest filing 2025
Plans
3
Retirement
3
$20.3M assets
Welfare
0
Participants
53
6001 SHADY OAK ROAD, SUITE 200 - MINNETONKA, MN 553431190952-230-6143
Plans on this EIN
3 filingsRetirement portfolio analytics
3 plans aggregated / $20.3M assets / 53 participantsParticipants by plan
Active + retired + deferred vested
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#002
MAR VISTA INVESTMENT PARTNERS 401(K) PROFIT SHARING PLAN & TRUST
401k
Assets$10.4M
Participants28
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#003
MAR VISTA INVESTMENT PARTNERS LLC CASH BALANCE PLAN
CashBalance
Assets$5.9M
Participants8
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#001
MAR VISTA INVESTMENT PARTNERS, LLC 401(K)/PROFIT SHARING PLAN
401k
Assets$4.0M
Participants17
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans3
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | MAR VISTA INVESTMENT PARTNERS 401(K) PROFIT SHARING PLAN & TRUST | 401k | $10.4M | 28 | 2025 | |
| 003 | MAR VISTA INVESTMENT PARTNERS LLC CASH BALANCE PLAN | CashBalance | $5.9M | 8 | 2024 | |
| 001 | MAR VISTA INVESTMENT PARTNERS, LLC 401(K)/PROFIT SHARING PLAN | 401k | $4.0M | 17 | 2024 |
Retirement plans