PlanOptica
Free ERISA searchPricing
Sign inStart for $4.99
  1. Companies/
  2. VISTA METALS CORP
Sponsor portfolio

VISTA METALS CORP

EIN 95-2139701-mining & metals-Latest filing 2024
Plans
3
Retirement
2
$23.0M assets
Welfare
1
$98K premiums
Participants
470
13425 WHITTRAM AVE. - FONTANA, CA 92335909-823-4278vistametals.comLinkedIn201-500 employeesmining & metals
Plans on this EIN
3 filings
#001401k-$18.0M - 107 part#005401k-$5.0M - 224 part#501Fully Insured-$98K - 626 lives

Retirement portfolio analytics

2 plans aggregated / $23.0M assets / 331 participants

Assets by plan

Share of aggregate retirement assets

78%top
  • PROFIT SHARING PLAN (#001)78%
  • CORP. UNION 401(K) (#005)22%
Total $23.0MClick slice to drill in

Recordkeeper share

DC plan assets by Schedule C recordkeeper

Entrenched
78%top
  • (Not disclosed)78%
  • ASCENSUS LLC22%
Total $23.0MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • CORP. UNION 401(K) (#005)224
  • PROFIT SHARING PLAN (#001)107
Total 331Click row to drill in

Benefits portfolio analytics

1 plan / $98K premiums / 626 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Dental$84K
  • Life$14K
  • Other$14K
Total $98K3 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
85%top
  • SAFEGUARD HEALTH PLANS, INC., A CALIFORNIA CORPORATION85%
  • HARTFORD LIFE AND ACCIDENT15%
Total $98K2 slices

Broker market share

Schedule A broker compensation

Split broker
75%top
  • HEFFERNAN INSURANCE BROKERS75%
  • CENTERSTONE INSURANCE AND FINANCIAL25%
Total $3K2 slices

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 METALS CORP. 401(K) & PROFIT SHARING PLAN

401k

Assets$18.0M
Participants107
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#005

VISTA METALS CORP. UNION 401(K) PLAN

401k

Assets$5.0M
Participants224
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

VISTA METALS UNION DENTAL AND LIFE PLANS

Fully Insured - SAFEGUARD HEALTH PLANS, INC. A CALIFORNIA CORPORATION

Premiums$98K
Covered lives626
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001VISTA METALS CORP. 401(K) & PROFIT SHARING PLAN401k$18.0M1072024
005VISTA METALS CORP. UNION 401(K) PLAN401k$5.0M2242024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501VISTA METALS UNION DENTAL AND LIFE PLANSFully InsuredSAFEGUARD HEALTH PLANS, INC. A CALIFORNIA CORPORATION$98K6262024
Retirement plans
Welfare plans
PlanOptica

Plan research for advisors and brokers. Retirement and welfare filings, peer-ranked and a decade deep, sourced to the line.

Product
  • Retirement plans
  • Welfare plans
  • Providers
  • Pricing
Data
  • Downloads hub
  • Retirement plans CSV
  • Welfare plans CSV
  • Custom analytics
Resources
  • Free ERISA search
  • Free EIN lookup
  • Documentation
  • Filter catalog
  • Glossary
Company
  • About
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica