OpenERISA

Vista Wealth Management LLC

Columbia, SC, 292051829

EIN 27-3533510
Plans
1
Total participants
10
Filing years
2024, 2023, 2022, 2021, 2020
NAICS
522300
Plan sponsors in South CarolinaFinance & Insurance

Benefit plans on file

YearFormPlan #Plan nameParticipants
2024Form 5500-SF001Vista Wealth Management LLC 401(K) Profit Sharing Plan & Trust2
2023Form 5500-SF001Vista Wealth Management LLC 401(K) Profit Sharing Plan & Trust2
2022Form 5500-SF001Vista Wealth Management LLC 401(K) Profit Sharing Plan & Trust2
2021Form 5500-SF001Vista Wealth Management LLC 401(K) Profit Sharing Plan & Trust2
2020Form 5500-SF001Vista Wealth Management LLC 401(K) Profit Sharing Plan & Trust2

Data shown as filed with the U.S. Department of Labor (EBSA), filing years 2020–2025; not validated by OpenERISA. View official filings for this EIN on the DOL EFAST2 search.

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