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Sponsor portfolio

STILLWATER VISTA LLC

EIN 85-4123488-management consulting-Latest filing 2025
Plans
2
Retirement
2
$2.8M assets
Welfare
0
Participants
16
13520 EVENING CREEK DRIVE N.,, SUITE 110 - SAN DIEGO, CA 92128858-795-2188LinkedIn1-10 employeesmanagement consulting
Plans on this EIN
2 filings
#001401k-$1.7M - 9 part#002CashBalance-$1.0M - 7 part

Retirement portfolio analytics

2 plans aggregated / $2.8M assets / 16 participants

Assets by plan

Share of aggregate retirement assets

63%top
  • VISTA LLC 401(K) (#001)63%
  • CASH BALANCE PLAN (#002)37%
Total $2.8MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • VISTA LLC 401(K) (#001)9
  • CASH BALANCE PLAN (#002)7
Total 16Click 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#001

STILLWATER VISTA LLC 401(K) PLAN

401k

Assets$1.7M
Participants9
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#002

STILLWATER VISTA LLC CASH BALANCE PLAN

CashBalance

Assets$1.0M
Participants7
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001STILLWATER VISTA LLC 401(K) PLAN401k$1.7M92025
002STILLWATER VISTA LLC CASH BALANCE PLANCashBalance$1.0M72025
Retirement plans
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