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VISTA ADVISOR GROUP, LLC

EIN 85-2085044-Finance and Insurance-Latest filing 2025
Plans
1
Retirement
1
$1.3M assets
Welfare
0
Participants
5
2950 BUSKIRK AVE., SUITE 350 - WALNUT CREEK, CA 94597925-476-4646
Plans on this EIN
1 filing
#001401k-$1.3M - 5 part

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Retirement#001

VISTA ADVISOR GROUP 401(K) PLAN

401k

Assets$1.3M
Participants5
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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001VISTA ADVISOR GROUP 401(K) PLAN401k$1.3M52025
Retirement plans
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