American Optical Corporation Retirement Plan — Form 5500 plan (Vista Capital LLC)
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, American Optical Corporation Retirement Plan is a benefit plan reported by Vista Capital LLC under EIN 51-0529512 and plan number 004. The latest loaded filing year is 2023. The filing reports 1,124 participants and $24,299,870 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Vista Capital LLC
- EIN
- 51-0529512
- Plan number
- 004
- Plan type
- 2
- Location
- Greenwich, CT
- Latest filing year
- 2023
- Participants
- 1,124
- End-of-year plan assets
- $24,299,870
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,124 | H, C | 20240904134411NAL0019780625001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $24,299,870
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $24,299,870
- Net assets (BOY)
- $25,495,349
Income & contributions
- Employer contributions
- $405,800
- Total contributions
- $405,800
- Total income / additions
- $2,968,943
Expenses & distributions
- Benefits paid
- $3,541,713
- Administrative expenses
- $622,709
- Total expenses
- $4,164,422
- Net increase / (decrease)
- -$1,195,479
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Usi Consulting Group | NONE | $76,883 | not reported in the loaded dataset | 2023 |
| Principal Custody Solutions | NONE | $62,949 | not reported in the loaded dataset | 2023 |
| Fiducient Advisors LLC | NONE | $40,074 | not reported in the loaded dataset | 2023 |
| Sun Life Capital Management | NONE | $23,656 | not reported in the loaded dataset | 2023 |
| Clifton Larson Allen Llp | NONE | $13,440 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Vista Capital LLC
- 2023 Form 5500 filing
- Form 5500 filings in CT
- 401(k) and benefit plan filings in Greenwich, CT
- Usi Consulting Group — Schedule C compensation
- Principal Custody Solutions — Schedule C compensation
- Fiducient Advisors LLC — Schedule C compensation
- Sun Life Capital Management — Schedule C compensation
- Clifton Larson Allen Llp — Schedule C compensation