Original filing (PDF)20250527161603NAL0005827025001

MARSHALLTON VISION, P.C. D/B/A EYECARE ASSOCIATES

Name: MARSHALLTON VISION, P.C. D/B/A EYECARE ASSOCIATES — MARSHALLTOWN VISION, P.C. D/B/A EYECARE ASSOCIATES PROFIT SHARING 401(K) PLAN AND TRUST, Form 5500 (2024)
Creator: MARSHALLTON VISION, P.C. D/B/A EYECARE ASSOCIATES

Form 5500-SF

FILING_RECEIVED

MARSHALLTOWN VISION, P.C. D/B/A EYECARE ASSOCIATES PROFIT SHARING 401(K) PLAN AND TRUST

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$6.0M

Net assets (EOY)

$6.0M

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for MARSHALLTON VISION, P.C. D/B/A EYECARE ASSOCIATES.

Plan sponsor

Name

MARSHALLTON VISION, P.C. D/B/A EYECARE ASSOCIATES

EIN

20-4106052

Address

501 EAST MAIN STREET · MARSHALLTOWN, IA · 50158

Phone

(641) 752-1511

Industry

Health Care & Social Assistancesee all

Plan administrator

Name

THE FINWAY GROUP

EIN

42-1468222

City

WEST DES MOINES, IA

Phone

(515) 226-0974

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-05-27

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2J · 401(k) feature

3D · Pre-approved plan (master / prototype / VS)

2F · ERISA section 404(c)

2G · Total participant-directed accounts

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

Service providers (Schedule C)

Small plans don't disclose service providers

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