Retirement plan

VISTA HEALTH PRODUCTS, LLC 401(K) PROFIT SHARING PLAN

Name: VISTA HEALTH PRODUCTS, LLC - VISTA HEALTH PRODUCTS, LLC 401(K) PROFIT SHARING PLAN (2025) Form 5500
Creator: VISTA HEALTH PRODUCTS, LLC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, VISTA HEALTH PRODUCTS, LLC 401(K) PROFIT SHARING PLAN, VISTA HEALTH PRODUCTS, LLC

VISTA HEALTH PRODUCTS, LLCEIN 27-0434582Plan #001PY 2025

164 VITALITY LANE - SUMMERVILLE, GA 30747706-857-1664

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$1.4M

+47.8% from 2024

Total participants

+10.3% from 2024

Average account balance

$43,857

+33.9% from 2024

Annual return

19.76%

+4.87 pp from 2024

Benchmarks

See 2,194 peers

Peer group

Industry33 - Manufacturing

Plan typeDefined contribution

Participants25-99

Cohort2,194 peers

Snapshot2025

Free accounts unlock saves, downloads, and 3-year history.

Analytics

Total assets (EOY)

Plan-year ending balance

$1.40M

Not enough data

1 years with asset history on file

Average account balance

Total assets / participants with a balance (line 6g)

$44K

Not enough data

1 years with per-participant data

Participants with account balance

Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.

Not enough data

1 years with headcount on file

Eligible Participants and Participation

Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.

114.3%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$266K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$10K

Not enough data

1 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

+19.76%

Not enough data

1 years with return on file

Admin fee / account holder

Total admin expenses / participants with a balance (line 6g)

$11

Not enough data

1 years with admin cost on file

Asset composition

Cash / stocks / bonds / mutual funds / real estate / loans over time

Not enough data

0 years with F_SCH_H allocation on file

Free accounts unlock saves, downloads, and 3-year history.

Service providers

Providers data not reported

Schedule C was not filed on this plan's most recent Form 5500, so no compensated service providers are available to display.

Plan features & details

Pension benefit codes2E2F2J2T3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
2F
ERISA section 404(c) plan
This plan or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1 (shifting investment responsibility to participants).
2J
Code section 401(k) feature
Cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan under which employees may elect to defer part of their compensation or receive these amounts in cash.
2T
Default investment account
Total or partial participant-directed account plan where plan uses a default investment account for participants who fail to direct assets in their account.
3D
Pre-approved pension plan
A master prototype or volume submitter plan that is the subject of a favorable opinion or advisory letter from the IRS.

Opportunity flags

0 tripped

No flags tripped for this filing year. This plan looks clean.

Expense breakdown

Schedule H Part II

Admin total

$354

$13 / participant

Other / not subdivided$354100.0%

% of EOY assets

0.025%

all-in expense ratio

Categories reported

0 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

No opinion code on file for this filing.

Auditor firm: (not reported)
Auditor EIN: -
Audit fees: (not subdivided)
Opinion code: -

Metric

This plan

Peer set

Industry

Size

Avg account balance

$43,857

$104,098-57.9%

$140,514-68.8%

$94,015-53.4%

Participation rate

100.0%

73.7%+26.3pp

77.8%+22.2pp

70.8%+29.2pp

Annual return

19.76%

15.14%+4.6pp

14.36%+5.4pp

17.84%+1.9pp

Employer contribution / active EE

$4,919

$2,388+106.0%

$3,378+45.6%

$2,790+76.3%

Participant deferral / active EE

$4,590

$4,033+13.8%

$4,919-6.7%

$4,249+8.0%

Admin fee / account holder

$11

$10,439-99.9%

$13,697-99.9%

$8,951-99.9%

VISTA HEALTH PRODUCTS, LLC 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

VISTA HEALTH PRODUCTS, LLC 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion