Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
VISTA BUSINESS STRATEGIES INC
EIN 86-1597033accountingLatest filing 2025
Plans
2
Retirement
2
$1.1M assets
Welfare
0
Participants
13
1901 S MAIN STREET - LAKEPORT, CA 95453707-263-5422vistabusinessservice.comLinkedIn1-10 employeesaccounting
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $1.1M assets / 13 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#001
VISTA BUSINESS STRATEGIES INC. RETIREMENT PLAN
ProfitSharing
Assets$1.1M
Participants7
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
VISTA BUSINESS STRATEGIES INC
401k
Assets$16K
Participants6
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | VISTA BUSINESS STRATEGIES INC. RETIREMENT PLAN | ProfitSharing | $1.1M | 7 | 2025 | |
| 002 | VISTA BUSINESS STRATEGIES INC | 401k | $16K | 6 | 2025 |
Retirement plans