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  5. Mar Vista Investment Partners, LLC

Mar Vista Investment Partners, LLC

Company Details

Name: Mar Vista Investment Partners, LLC
Jurisdiction: Minnesota
Legal type: Limited Liability Company (Foreign)
Status: Active / In Good Standing
Date formed: 11 May 2017 (8 years ago)
Company Number: 170839d4-5d36-e711-8178-00155d01c6a8
File Number: 950047700029
Registered Office Address: 1010 Dale ST N, Saint Paul, MN 55117–5603, USA
Principal Executive Office Address: 11150 Santa Monica Blvd Suite 320, Los Angeles, CA 90025, USA
Principal Place of Business Address: 11150 Santa Monica Blvd., Suite 320, Los Angeles, CA 90025, USA
ZIP code: 55117
County: Ramsey County
Place of Formation: Delaware

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
MAR VISTA INVESTMENT PARTNERS, LLC 401(K)/PROFIT SHARING PLAN 2023 562671142 2024-10-15 MAR VISTA INVESTMENT PARTNERS LLC 18
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2009-01-01
Business code 523900
Sponsor’s telephone number 9522306143
Plan sponsor’s address 6001 SHADY OAK RD, STE 200, MINNETONKA, MN, 55343

Signature of
Role Plan administrator
Date 2024-10-15
Name of individual signing ROBERT SCHMALTZ
Valid signature Filed with authorized/valid electronic signature
MAR VISTA INVESTMENT PARTNERS 401(K) PROFIT SHARING PLAN & TRUST 2023 562671142 2024-06-25 MAR VISTA INVESTMENT PARTNERS 30
File View Page
Three-digit plan number (PN) 002
Effective date of plan 1988-01-01
Business code 523900
Sponsor’s telephone number 3109175600
Plan sponsor’s address 6001 SHADY OAK ROAD, SUITE 200, MINNETONKA, MN, 553431190

Signature of
Role Plan administrator
Date 2024-06-25
Name of individual signing BROOKE CLEMENTS
Valid signature Filed with authorized/valid electronic signature
MAR VISTA INVESTMENT PARTNERS LLC CASH BALANCE PLAN 2023 562671142 2024-10-15 MAR VISTA INVESTMENT PARTNERS LLC 8
File View Page
Three-digit plan number (PN) 003
Effective date of plan 2017-01-01
Business code 523900
Sponsor’s telephone number 9522306140
Plan sponsor’s address 6001 SHADY OAK RD, STE 200, MINNETONKA, MN, 90025

Signature of
Role Plan administrator
Date 2024-10-15
Name of individual signing ROBERT SCHMALTZ
Valid signature Filed with authorized/valid electronic signature
MAR VISTA INVESTMENT PARTNERS 401(K) PROFIT SHARING PLAN & TRUST 2022 562671142 2023-10-09 MAR VISTA INVESTMENT PARTNERS 29
File View Page
Three-digit plan number (PN) 002
Effective date of plan 1988-01-01
Business code 523900
Sponsor’s telephone number 3109176143
Plan sponsor’s address 6001 SHADY OAK ROAD, SUITE 200, MINNETONKA, MN, 553431190

Signature of
Role Plan administrator
Date 2023-10-09
Name of individual signing BROOKE CLEMENTS
Valid signature Filed with authorized/valid electronic signature
MAR VISTA INVESTMENT PARTNERS 401(K) PROFIT SHARING PLAN & TRUST 2021 562671142 2022-08-01 MAR VISTA INVESTMENT PARTNERS 33
File View Page
Three-digit plan number (PN) 002
Effective date of plan 1988-01-01
Business code 523900
Sponsor’s telephone number 3109175600
Plan sponsor’s address 6001 SHADY OAK ROAD, SUITE 200, MINNETONKA, MN, 553431190

Signature of
Role Plan administrator
Date 2022-08-01
Name of individual signing BROOKE CLEMENTS
Valid signature Filed with authorized/valid electronic signature
MAR VISTA INVESTMENT PARTNERS 401(K) PROFIT SHARING PLAN & TRUST 2020 562671142 2021-07-29 MAR VISTA INVESTMENT PARTNERS 34
File View Page
Three-digit plan number (PN) 002
Effective date of plan 1988-01-01
Business code 523900
Sponsor’s telephone number 3109175600
Plan sponsor’s address 6001 SHADY OAK ROAD, SUITE 200, MINNETONKA, MN, 553431190

Signature of
Role Plan administrator
Date 2021-07-29
Name of individual signing BROOKE CLEMENTS
Valid signature Filed with authorized/valid electronic signature
MAR VISTA INVESTMENT PARTNERS 401(K) PROFIT SHARING PLAN & TRUST 2019 562671142 2020-07-07 MAR VISTA INVESTMENT PARTNERS 35
File View Page
Three-digit plan number (PN) 002
Effective date of plan 1988-01-01
Business code 523900
Sponsor’s telephone number 3109175600
Plan sponsor’s address 6001 SHADY OAK ROAD, SUITE 200, MINNETONKA, MN, 553431190

Signature of
Role Plan administrator
Date 2020-07-07
Name of individual signing BROOKE CLEMENTS
Valid signature Filed with authorized/valid electronic signature
MAR VISTA INVESTMENT PARTNERS 401 K PROFIT SHARING PLAN TRUST 2018 562671142 2019-07-24 MAR VISTA INVESTMENT PARTNERS 33
File View Page
Three-digit plan number (PN) 002
Effective date of plan 1988-01-01
Business code 523900
Sponsor’s telephone number 3109175600
Plan sponsor’s address 6001 SHADY OAK ROAD, SUITE 200, MINNETONKA, MN, 553431190

Signature of
Role Plan administrator
Date 2019-07-24
Name of individual signing BROOKE CLEMENTS
Valid signature Filed with authorized/valid electronic signature
MAR VISTA INVESTMENT PARTNERS 401(K) PROFIT SHARING PLAN 2017 562671142 2018-10-15 MAR VISTA INVESTMENT PARTNERS LLC 36
File View Page
Three-digit plan number (PN) 002
Effective date of plan 1988-01-01
Business code 523900
Sponsor’s telephone number 3109175600
Plan sponsor’s address 6001 SHADY OAK ROAD, SUITE 200, MINNETONKA, MN, 553431190

Signature of
Role Plan administrator
Date 2018-10-15
Name of individual signing BRIAN MASSEY
Valid signature Filed with authorized/valid electronic signature
MAR VISTA INVESTMENT PARTNERS 401 K PROFIT SHARING PLAN TRUST 2016 562671142 2017-07-19 MAR VISTA INVESTMENT PARTNERS 36
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1988-01-01
Business code 523900
Sponsor’s telephone number 3109175600
Plan sponsor’s address 6001 SHADY OAK ROAD, SUITE 200, MINNETONKA, MN, 553431190

Signature of
Role Plan administrator
Date 2017-07-19
Name of individual signing BROOKE CLEMENTS
Valid signature Filed with authorized/valid electronic signature

Manager

Name Role Address
Robert Schmaltz Manager 6001 Shady Oak Road, Suite 200, Minnetonka, Minnesota 55343, United States

Agent

Name Role
CT Corporation System Inc. Agent

Filing

Filing Name Filing date
Annual Reinstatement - Limited Liability Company (Foreign) 2023-03-14
Revocation - Limited Liability Company (Foreign) 2022-01-24
Original Filing - Limited Liability Company (Foreign) (Business Name: Mar Vista Investment Partners, LLC) 2017-05-11

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Robert Schmaltz

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CT Corporation System Inc.

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1010 Dale ST N, Saint Paul, MN 55117–5603, USA

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Date of last update: 03 Dec 2024

Sources: Minnesota's Official State Website

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