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Original filing (PDF)20251001075328NAL0031141826001
EVERETT & HURITE OPHTHALMIC ASSOCIATION
Form 5500
FILING_RECEIVED
EVERETT & HURITE OPHTHALMIC ASSOCIATION 401(K) PROFIT SHARING PLAN
401(k) retirement plan
Signals · 1
32% in single holding
Active participants
94
Accounts w/ balance
125
Plan assets (EOY)
$16.4M
Net assets (EOY)
$16.4M
How this plan invests
This plan
1 pooled trust
Schedule D
30 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
97
/ 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
84
Total plan cost
100
Vendor stack
100
Participation health
100
Knocking points off
- Top holding "Vanguard Target Retirement 2035 Fund" is 32% of plan.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for EVERETT & HURITE OPHTHALMIC ASSOCIATION.
Plan sponsor
Name
EVERETT & HURITE OPHTHALMIC ASSOCIATION
EIN
25-1253504
Address
1835 FORBES AVENUE · PITTSBURGH, PA · 15219
Phone
(412) 288-0885
Industry
Offices of Physicians· Health Care & Social Assistancesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
003
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-01
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2G · Total participant-directed accounts
2J · 401(k) feature
2T · Default investment account (QDIA)
2F · ERISA section 404(c)
2K · 401(m) arrangement
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
GROSSMAN, YANAK & FORD
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| THE VANGUARD GROUP, INC. | 23-1945930 | MALVERN, PA | RECORDKEEPER | $3K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| IRONVIEW CAPITAL MANAGEMENT | 26-4567336 | CONSHOHOCKEN, PA | INVESTMENT ADVISOR | $38K | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| DUNBAR, BENDER & ZAPF, INC. | 25-1650062 | PITTSBURGH, PA | TPA | $5K | — |
Investments
29 direct securities · 1 pooled fund· $15.9M(97% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
Uncategorized
$15.7M
29 holdings
Common Collective Trust
$272K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard Target Retirement 2035 Fund | — | — | — | $5.0M | 30.7% | |
| Vanguard Target Retirement 2030 Fund | — | — | — | $2.7M | 16.6% | |
| Vanguard Target Retirement 2040 Fund | — | — | — | $1.6M | 9.8% | |
| Vanguard Target Retirement 2025 Fund | — | — | — | $1.6M | 9.6% | |
| Vanguard Target Retirement 2045 Fund | — | — | — | $838K | 5.1% | |
| Vanguard Target Retirement 2050 Fund | — | — | — | $481K | 2.9% | |
| Vanguard Target Retirement 2055 Fund | — | — | — | $466K | 2.8% | |
| Vanguard Growth Index ETF | — | — | — | $465K | 2.8% | |
| Vanguard Target Retirement Income Fund | — | — | — | $447K | 2.7% | |
| Vanguard Value Index ETF | — | — | — | $402K | 2.4% | |
| MORLEY STABLE VALUE FUND GARTMORE TRUST COMPANY · EIN 93-6274329 / PN 001 | Common Collective Trust | — | — | $272K | 1.7% | |
| Vanguard FTSE Develped Markets ETF | — | — | — | $232K | 1.4% | |
| Vanguard S&P 500 ETF | — | — | — | $205K | 1.2% | |
| Vanguard Interm-Term Bond Index ETF | — | — | — | $117K | 0.7% | |
| American Funds New Perspective R6 | — | — | — | $115K | 0.7% | |
| Vanguard Mid-Cap Value Index Admiral | — | — | — | $102K | 0.6% | |
| Vanguard Small-Cap Growth Index Admiral | — | — | — | $99K | 0.6% | |
| Vanguard S&P Mid-Cap 400 Index ETF | — | — | — | $93K | 0.6% | |
| Vanguard Small-Cap Value Index Admiral | — | — | — | $88K | 0.5% | |
| Vanguard S-T Inflation-Protected Securities Index ETF | — | — | — | $83K | 0.5% | |
| ClearBridge Select IS | — | — | — | $77K | 0.5% | |
| Vanguard High Yield Corporate Admiral | — | — | — | $66K | 0.4% | |
| Vanguard Total International Bond ETF | — | — | — | $65K | 0.4% | |
| American Funds New World R6 | — | — | — | $64K | 0.4% | |
| Vanguard Long-Term Bond Index ETF | — | — | — | $51K | 0.3% | |
| Vanguard Target Retirement 2020 Fund | — | — | — | $49K | 0.3% | |
| Vanguard FTSE Emerging Markets ETF | — | — | — | $39K | 0.2% | |
| Vanguard Target Retirement 2060 Fund | — | — | — | $25K | 0.2% | |
| Vanguard Commodity Strategy Admiral | — | — | — | $17K | 0.1% | |
| Vanguard Mid-Cap Growth Index Admiral | — | — | — | $8K | <0.1% |
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