Laurel Eye Clinic Group's EIN is 25-1375158.
Download the official 2024 Form 5500 (PDF) for Laurel Eye Clinic Group from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Laurel Eye Clinic Group's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TRANSAMERICA LIFE INSURANCE COMPANY | 39-0989781 | — | RECORDKEEPER | $18K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EDWARD D JONES & COMPANY | 43-0345811 | — | INVESTMENT ADVISOR | $37K | — |
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 | |||||
|---|---|---|---|---|---|---|
| [Assets held in registered investment companies (mutual funds)] | Other | — | — | $16.0M | 99.5% | |
| TRANSAMERICARETONTRK 2035 WITH AMER TRANSAMERICA LIFE INSURANCE CO. · EIN 39-0979781 / PN 692 | Pooled Separate Account | — | — | $1.8M | 11.2% | |
| TRANSAMERICARETONTRK 2040 WITH AMER TRANSAMERICA LIFE INSURANCE CO. · EIN 39-0979781 / PN 693 | Pooled Separate Account | — | — | $1.6M | 9.7% | |
| TRANSAMERICARETONTRK 2020 WITH AMER TRANSAMERICA LIFE INSURANCE CO. · EIN 39-0979781 / PN 689 | Pooled Separate Account | — | — | $1.5M | 9.0% | |
| AMERICAN FUNDS NEW PERSPECTIVE TRANSAMERICA LIFE INSURANCE CO. · EIN 39-0979781 / PN 828 | Pooled Separate Account | — | — | $1.2M | 7.5% | |
| TRANSAMERICA PARTNERS STCK INDEX TRANSAMERICA LIFE INSURANCE CO. · EIN 39-0989781 / PN 587 | Pooled Separate Account | — | — | $1.2M | 7.2% | |
| TRANSAMERICARETONTRK 2030 WITH AMER TRANSAMERICA LIFE INSURANCE CO. · EIN 39-0979781 / PN 691 | Pooled Separate Account | — | — | $1.1M | 6.7% | |
| TRANSAMERICARETONTRK 2045 WITH AMER TRANSAMERICA LIFE INSURANCE CO. · EIN 39-0979781 / PN 694 | Pooled Separate Account | — | — | $1.0M | 6.3% | |
| STATE STREET US BD INDEX TRANSAMERICA LIFE INSURANCE CO. · EIN 39-0979781 / PN 037 | Pooled Separate Account | — | — | $751K | 4.7% | |
| T. ROWE PRICE GROWTH STOCK TRANSAMERICA LIFE INSURANCE CO. · EIN 82-5217478 / PN 048 | Pooled Separate Account | — | — | $672K | 4.2% | |
| ALLSPRING CORE PLUS BOND TRANSAMERICA LIFE INSURANCE CO. · EIN 82-5217478 / PN 130 | Pooled Separate Account | — | — | $571K | 3.6% | |
| STATE STREET S&P MID CAP INDEX TRANSAMERICA LIFE INSURANCE CO. · EIN 39-0979781 / PN 036 | Pooled Separate Account | — | — | $539K | 3.4% | |
| MFS VALUE TRANSAMERICA LIFE INSURANCE CO. · EIN 39-0989781 / PN 904 | Pooled Separate Account | — | — | $523K | 3.3% | |
| PIONEER STRATEGIC INC TRANSAMERICA LIFE INSURANCE CO. · EIN 39-0989781 / PN 908 | Pooled Separate Account | — | — | $422K | 2.6% | |
| TRANSAMERICARETONTRK 2050 WITH AMER TRANSAMERICA LIFE INSURANCE CO. · EIN 39-0979781 / PN 695 | Pooled Separate Account | — | — | $321K | 2.0% | |
| FEDERATED HERMES INSTL HIGH YIELD B TRANSAMERICA LIFE INSURANCE CO. · EIN 82-5217478 / PN 032 | Pooled Separate Account | — | — | $265K | 1.7% | |
| TRANSAMERICARETONTRK 2025 WITH AMER TRANSAMERICA LIFE INSURANCE CO. · EIN 39-0979781 / PN 690 | Pooled Separate Account | — | — | $217K | 1.3% | |
| STATE STREET RUSSELL SM CAP INDEX TRANSAMERICA LIFE INSURANCE CO. · EIN 39-0979781 / PN 033 | Pooled Separate Account | — | — | $209K | 1.3% | |
| FEDERATED HERMES MDT SM CAP CORE TRANSAMERICA LIFE INSURANCE CO. · EIN 82-5217478 / PN 087 | Pooled Separate Account | — | — | $181K | 1.1% | |
| HARTFORD MID CAP TRANSAMERICA LIFE INSURANCE CO. · EIN 39-0979781 / PN 870 | Pooled Separate Account | — | — | $178K | 1.1% | |
| TRANSAMERICARETONTRK 2055 WITH AMER TRANSAMERICA LIFE INSURANCE CO. · EIN 39-0979781 / PN 696 | Pooled Separate Account | — | — | $164K | 1.0% | |
| TRANSAMERICARETONTRK 2060 WITH AMER TRANSAMERICA LIFE INSURANCE CO. · EIN 39-0979781 / PN 821 | Pooled Separate Account | — | — | $143K | 0.9% | |
| BRANDYWINEGLOBAL- GLO OPP BOND TRANSAMERICA LIFE INSURANCE CO. · EIN 82-5217478 / PN 040 | Pooled Separate Account | — | — | $137K | 0.9% | |
| DWS RREEF REAL ESTATE SECS TRANSAMERICA LIFE INSURANCE CO. · EIN 39-0989781 / PN 943 | Pooled Separate Account | — | — | $52K | 0.3% | |
| DFA EMERGING MRKTS PORTFOLIO TRANSAMERICA LIFE INSURANCE CO. · EIN 39-0979781 / PN 525 | Pooled Separate Account | — | — | $47K | 0.3% | |
| STATE STREET INTERNATNL INDEX TRANSAMERICA LIFE INSURACE CO. · EIN 39-0989781 / PN 035 | Pooled Separate Account | — | — | $37K | 0.2% | |
| DWS ENHANCED COMMODITY STRAT TRANSAMERICA LIFE INSURANCE CO. · EIN 82-5217478 / PN 102 | Pooled Separate Account | — | — | $32K | 0.2% | |
| VIRTUS CEREDEX MD-CAP VAL EQT TRANSAMERICA LIFE INSURANCE CO. · EIN 39-0989781 / PN 942 | Pooled Separate Account | — | — | $21K | 0.1% | |
| CLEARBRIDGE INTERNATIONAL GROWTH TRANSAMERICA · EIN 82-5217478 / PN 199 | Pooled Separate Account | — | — | $2K | <0.1% | |
| PIMCO REAL RETURN TRANSAMERICA LIFE INSURANCE CO. · EIN 39-0979781 / PN 900 | Pooled Separate Account | — | — | $2K | <0.1% | |
| TRANSAMERICA RETIREONTRK 2065 WITH TRANSAMERICA LIFE INSURANCE CO. · EIN 82-5217478 / PN 444 | Pooled Separate Account | — | — | $764 | <0.1% |
| 36-3194849 |
| — |
| INVESTMENT ADVISOR |
| $3K |
| — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| METRO BENEFITS, INC. | 25-1541083 | — | THIRD PARTY ADMINISTRATO | $1K | — |
