Melissa Platt signed Nvision Eye Centers, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Nvision Eye Centers, LLC's EIN is 33-0863420.
Download the official 2024 Form 5500 (PDF) for Nvision Eye Centers, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Nvision Eye Centers, LLC's plan includes ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY O | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $50K | — |
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $37K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
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 | |||||
|---|---|---|---|---|---|---|
| iShares S&P 500 Index Fund K | Common Collective Trusts | — | — | $5.8M | 19.8% | |
| PUTNAM RETIREMENT ADVANTAGE TRST 20 PUTNAM INVESTMENTS · EIN 26-1208510 / PN 259 | Common Collective Trust | — | — | $2.7M | 9.4% | |
| Empower Retirement Key Guaranteed Portfolio Fund A | Other securities | — | — | $2.0M | 6.7% | |
| iShares MSCI EAFE International Index Fund K | Common Collective Trusts | — | — | $1.8M | 6.1% | |
| PUTNAM RETIREMENT ADVANTAGE TRST 20 PUTNAM INVESTMENTS · EIN 26-0787670 / PN 258 | Common Collective Trust | — | — | $1.7M | 5.8% | |
| PUTNAM RETIREMENT ADVANTAGE TRST 20 PUTNAM INVESTMENTS · EIN 26-0788040 / PN 262 | Common Collective Trust | — | — | $1.6M | 5.7% | |
| PUTNAM RETIREMENT ADVANTAGE TRST 20 PUTNAM INVESTMENTS · EIN 27-3616920 / PN 275 | Common Collective Trust | — | — | $1.6M | 5.5% | |
| iShares Russell Mid-Cap Index Fund K | Common Collective Trusts | — | — | $1.5M | 5.2% | |
| PUTNAM RETIREMENT ADVANTAGE TRST 20 PUTNAM INVESTMENTS · EIN 26-1384398 / PN 260 | Common Collective Trust | — | — | $1.5M | 5.1% | |
| Vanguard Equity Income Admiral Fund | Mutual Funds | — | — | $1.3M | 4.4% | |
| JP Morgan Large Cap Growth Fund A | Other securities | — | — | $1.2M | 4.2% | |
| PUTNAM RETIREMENT ADVANTAGE TRST 20 PUTNAM INVESTMENTS · EIN 26-0787945 / PN 261 | Common Collective Trust | — | — | $1.1M | 3.8% | |
| Pioneer Bond Fund Y | Other securities | — | — | $938K | 3.2% | |
| iShares Russell 2000 Small-Cap Index Fund K | Common Collective Trusts | — | — | $890K | 3.1% | |
| American Funds Capital Income Builder Fund R6 | Mutual Funds | — | — | $740K | 2.5% | |
| Nuveen Real Estate Sec Instl | Mutual Funds | — | — | $424K | 1.5% | |
| American Funds New World Fund R4 | Mutual Funds | — | — | $383K | 1.3% | |
| PUTNAM RETIREMENT ADVANTAGE TRST 20 PUTNAM INVESTMENTS · EIN 26-1384344 / PN 263 | Common Collective Trust | — | — | $330K | 1.1% | |
| PUTNAM RETIREMENT ADVANTAGE TRST MA PUTNAM INVESTMENTS · EIN 26-0788428 / PN 268 | Common Collective Trust | — | — | $288K | 1.0% | |
| Notes receivable from participants Interest rates ranging from 4.25% to | Bonds / Notes | — | — | $261K | 0.9% | |
| Pioneer Strategic Income Fund Y | Other securities | — | — | $259K | 0.9% | |
| Hartford Schroders International Stock Fund R4 | Other securities | — | — | $189K | 0.7% | |
| Undiscovered Managers Behavioral Value Fund L | Other securities | — | — | $184K | 0.6% | |
| JP Morgan Mid Cap Growth R6 | Other securities | — | — | $163K | 0.6% | |
| Fidelity Advisor International Cap App Z | Mutual Funds | — | — | $130K | 0.4% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| RAYMOND JAMES & ASSOCIATES INC |
| — |
| ST PETERSBURG, FL |
| INVESTMENT ADVISOR |
| $77K |
| — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| UBS FINANCIAL SERVICES INC | — | NASHVILLE, TN | OTHER | $9K | — |
