OpenERISA

Mar Vista Investment Partners LLC

Minnetonka, MN, 55343

EIN 56-2671142
Plans
3
Total participants
216
Filing years
2024, 2025, 2023, 2022, 2021, 2020
NAICS
523900
Plan sponsors in MinnesotaFinance & Insurance

Benefit plans on file

YearFormPlan #Plan nameParticipants
2025Form 5500-SF003Mar Vista Investment Partners LLC Cash Balance Plan0
2024Form 5500-SF001Mar Vista Investment Partners, LLC 401(K)/Profit Sharing Plan16
2024Form 5500-SF002Mar Vista Investment Partners 401(K) Profit Sharing Plan & Trust19
2024Form 5500-SF003Mar Vista Investment Partners LLC Cash Balance Plan8
2023Form 5500-SF001Mar Vista Investment Partners, LLC 401(K)/Profit Sharing Plan15
2023Form 5500-SF002Mar Vista Investment Partners 401(K) Profit Sharing Plan & Trust19
2023Form 5500-SF003Mar Vista Investment Partners LLC Cash Balance Plan7
2022Form 5500-SF001Mar Vista Investment Partners, LLC 401(K)/Profit Sharing Plan18
2022Form 5500-SF002Mar Vista Investment Partners 401(K) Profit Sharing Plan & Trust18
2022Form 5500-SF003Mar Vista Investment Partners LLC Cash Balance Plan10
2021Form 5500-SF001Mar Vista Investment Partners, LLC 401(K)/Profit Sharing Plan18
2021Form 5500-SF002Mar Vista Investment Partners 401(K) Profit Sharing Plan & Trust19
2021Form 5500-SF003Mar Vista Investment Partners LLC Cash Balance Plan7
2020Form 5500-SF001Mar Vista Investment Partners, LLC 401(K)/Profit Sharing Plan17
2020Form 5500-SF002Mar Vista Investment Partners 401(K) Profit Sharing Plan & Trust18
2020Form 5500-SF003Mar Vista Investment Partners LLC Cash Balance Plan7

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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