Vistra Usa Inc., 401(K) Plan — Form 5500 plan (Vistra Usa Inc.)

Plain-English plan summary

According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Vistra Usa Inc., 401(K) Plan is a benefit plan reported by Vistra Usa Inc. under EIN 33-1226448 and plan number 002. The latest loaded filing year is 2023. The filing reports 184 participants and $16,438,287 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Vistra Usa Inc.
EIN
33-1226448
Plan number
002
Plan type
2
Location
Boston, MA
Latest filing year
2023
Participants
184
End-of-year plan assets
$16,438,287

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023184H, C20250311103519NAL0017617265001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$16,438,287
Total liabilities (EOY)
$0
Net assets (EOY)
$16,438,287
Net assets (BOY)
$12,432,641

Income & contributions

Employer contributions
$541,313
Participant contributions
$1,584,781
Total contributions
$2,303,396
Total income / additions
$4,747,202

Expenses & distributions

Benefits paid
$692,147
Administrative expenses
$49,409
Total expenses
$741,556
Net increase / (decrease)
$4,005,646

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Lion Street Advisors LLCADVISOR$33,729not reported in the loaded dataset2023
Fidelity Investments InstitutionalRECORDKEEPER$15,680$02023

Related Form 5500 pages