Edward Chang signed Everett & Hurite Ophthalmic Association's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Everett & Hurite Ophthalmic Association's EIN is 25-1253504.
Download the official 2024 Form 5500 (PDF) for Everett & Hurite Ophthalmic Association from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Everett & Hurite Ophthalmic Association's plan includes profit-sharing, a 401(k) feature, a default investment (QDIA), ERISA 404(c) participant direction.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| THE VANGUARD GROUP, INC. | 23-1945930 | MALVERN, PA | RECORDKEEPER | $3K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| IRONVIEW CAPITAL MANAGEMENT | 26-4567336 | CONSHOHOCKEN, PA | INVESTMENT ADVISOR | $38K | — |
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.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Vanguard Target Retirement 2035 Fund | Mutual Funds | — | — | $5.0M | 30.7% | |
| Vanguard Target Retirement 2030 Fund | Mutual Funds | — | — | $2.7M | 16.6% | |
| Vanguard Target Retirement 2040 Fund | Mutual Funds | — | — | $1.6M | 9.8% | |
| Vanguard Target Retirement 2025 Fund | Mutual Funds | — | — | $1.6M | 9.6% | |
| Vanguard Target Retirement 2045 Fund | Mutual Funds | — | — | $838K | 5.1% | |
| Vanguard Target Retirement 2050 Fund | Mutual Funds | — | — | $481K | 2.9% | |
| Vanguard Target Retirement 2055 Fund | Mutual Funds | — | — | $466K | 2.8% | |
| Vanguard Growth Index ETF | Mutual Funds | — | — | $465K | 2.8% | |
| Vanguard Target Retirement Income Fund | Mutual Funds | — | — | $447K | 2.7% | |
| Vanguard Value Index ETF | Mutual Funds | — | — | $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 | Mutual Funds | — | — | $232K | 1.4% | |
| Vanguard S&P 500 ETF | Common Collective Trusts | — | — | $205K | 1.2% | |
| Vanguard Interm-Term Bond Index ETF | Mutual Funds | — | — | $117K | 0.7% | |
| American Funds New Perspective R6 | Mutual Funds | — | — | $115K | 0.7% | |
| Vanguard Mid-Cap Value Index Admiral | Mutual Funds | — | — | $102K | 0.6% | |
| Vanguard Small-Cap Growth Index Admiral | Mutual Funds | — | — | $99K | 0.6% | |
| Vanguard S&P Mid-Cap 400 Index ETF | Mutual Funds | — | — | $93K | 0.6% | |
| Vanguard Small-Cap Value Index Admiral | Mutual Funds | — | — | $88K | 0.5% | |
| Vanguard S-T Inflation-Protected Securities Index ETF | Mutual Funds | — | — | $83K | 0.5% | |
| ClearBridge Select IS | Other securities | — | — | $77K | 0.5% | |
| Vanguard High Yield Corporate Admiral | Mutual Funds | — | — | $66K | 0.4% | |
| Vanguard Total International Bond ETF | Mutual Funds | — | — | $65K | 0.4% | |
| American Funds New World R6 | Mutual Funds | — | — | $64K | 0.4% | |
| Vanguard Long-Term Bond Index ETF | Mutual Funds | — | — | $51K | 0.3% | |
| Vanguard Target Retirement 2020 Fund | Mutual Funds | — | — | $49K | 0.3% | |
| Vanguard FTSE Emerging Markets ETF | Mutual Funds | — | — | $39K | 0.2% | |
| Vanguard Target Retirement 2060 Fund | Mutual Funds | — | — | $25K | 0.2% | |
| Vanguard Commodity Strategy Admiral | Mutual Funds | — | — | $17K | 0.1% | |
| Vanguard Mid-Cap Growth Index Admiral | Mutual Funds | — | — | $8K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| DUNBAR, BENDER & ZAPF, INC. | 25-1650062 | PITTSBURGH, PA | TPA | $5K | — |
