Mar Vista Investment Partners, LLC at 11150 Santa Monica Blvd STE 320, Los Angeles, Ca 90025 lists Robert Schmaltz of Minnetonka, MN as the associate.
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Ct Corporation System Inc.
Registered Agent
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1010 DALE ST N, SAINT PAUL, MN 55117
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Robert Schmaltz
Manager
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6001 SHADY OAK RD STE 200, MINNETONKA, MN 55343
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11150 SANTA MONICA BLVD STE 320, LOS ANGELES, CA 90025
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1209 ORANGE ST, WILMINGTON, DE 19801
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| Year | Plan Name | Participants BOY/EOY | Assets BOY/EOY | ||
|---|---|---|---|---|---|
| 2022 | Plan NameMAR VISTA INVESTMENT PARTNERS LLC CASH BALANCE PLAN Plan #003 Participants BOY/EOY10 / 10 Assets BOY/EOY$4,690,982 / $3,978,063 | 2022 | MAR VISTA INVESTMENT PARTNERS LLC CASH BALANCE PLAN - Plan #003 | 10 / 10 | $4,690,982 / $3,978,063 |
| 2022 | Plan NameMAR VISTA INVESTMENT PARTNERS, LLC 401(K)/PROFIT SHARING PLAN Plan #001 Participants BOY/EOY18 / 18 Assets BOY/EOY$3,033,361 / $2,881,672 | 2022 | MAR VISTA INVESTMENT PARTNERS, LLC 401(K)/PROFIT SHARING PLAN - Plan #001 | 18 / 18 | $3,033,361 / $2,881,672 |
| 2021 | Plan NameMAR VISTA INVESTMENT PARTNERS LLC CASH BALANCE PLAN Plan #003 Participants BOY/EOY7 / 7 Assets BOY/EOY$3,570,150 / $4,690,982 | 2021 | MAR VISTA INVESTMENT PARTNERS LLC CASH BALANCE PLAN - Plan #003 | 7 / 7 | $3,570,150 / $4,690,982 |
| 2021 | Plan NameMAR VISTA INVESTMENT PARTNERS, LLC 401(K)/PROFIT SHARING PLAN Plan #001 Participants BOY/EOY19 / 18 Assets BOY/EOY$2,352,174 / $3,033,361 | 2021 | MAR VISTA INVESTMENT PARTNERS, LLC 401(K)/PROFIT SHARING PLAN - Plan #001 | 19 / 18 | $2,352,174 / $3,033,361 |
| 2020 | Plan NameMAR VISTA INVESTMENT PARTNERS LLC CASH BALANCE PLAN Plan #003 Participants BOY/EOY7 / 7 Assets BOY/EOY$2,115,239 / $3,570,150 | 2020 | MAR VISTA INVESTMENT PARTNERS LLC CASH BALANCE PLAN - Plan #003 | 7 / 7 | $2,115,239 / $3,570,150 |
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Mar Vista Investment Partners, LLC
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