SONG HUA-Lonberger signed Midwest Eye Institute, P.C.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Midwest Eye Institute, P.C.'s EIN is 35-1538522.
Download the official 2024 Form 5500 (PDF) for Midwest Eye Institute, P.C. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Midwest Eye Institute, P.C.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | -$33K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BGBC | 20-5804172 | — | ACCOUNTANT/AUDITOR | $20K | — |
| Provider | Nondisclosure info |
|---|---|
| — | — |
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 | |||||
|---|---|---|---|---|---|---|
| FID CONTRAFUND K6 Mutual funds | Mutual Funds | — | — | $13.1M | 24.6% | |
| FID CAP APPREC K Mutual funds | Mutual Funds | — | — | $6.9M | 13.0% | |
| MIP CL 1 FIDELITY MANAGEMENT TRUST COMPANY · EIN 04-3022712 / PN 024 | Common Collective Trust | — | — | $5.0M | 9.4% | |
| FID 500 INDEX Mutual funds | Common Collective Trusts | — | — | $4.4M | 8.3% | |
| FID FREEDOM 2020 K Mutual funds | Mutual Funds | — | — | $3.9M | 7.4% | |
| Fidelity BrokerageLink® Self-directed brokerage | Self-Directed Brokerage | — | — | $2.9M | 5.4% | |
| FID FREEDOM 2025 K Mutual funds | Mutual Funds | — | — | $2.7M | 5.0% | |
| FID DIVERSIFD INTL K Mutual funds | Mutual Funds | — | — | $2.6M | 4.8% | |
| FID FREEDOM 2035 K Mutual funds | Mutual Funds | — | — | $2.4M | 4.6% | |
| ARTISAN MID CAP INST Mutual funds | Other securities | — | — | $1.4M | 2.6% | |
| PIMCO TOT RETURN ADM Mutual funds | Mutual Funds | — | — | $1.2M | 2.3% | |
| FID STRATEGIC INCOME Mutual funds | Mutual Funds | — | — | $1.0M | 1.9% | |
| FID FREEDOM 2050 K Mutual funds | Mutual Funds | — | — | $915K | 1.7% | |
| FID FREEDOM 2040 K Mutual funds | Mutual Funds | — | — | $779K | 1.5% | |
| AS SPL MD CP VAL ADM Mutual funds | Other securities | — | — | $720K | 1.4% | |
| FID FREEDOM 2030 K Mutual funds | Mutual Funds | — | — | $700K | 1.3% | |
| FID FREEDOM 2045 K Mutual funds | Mutual Funds | — | — | $675K | 1.3% | |
| NORTHERN SM CAP CORE Mutual funds | Other securities | — | — | $449K | 0.8% | |
| INVS DIVRS DIVD R5 Mutual funds | Other securities | — | — | $356K | 0.7% | |
| FID FREEDOM INC K Mutual funds | Mutual Funds | — | — | $187K | 0.4% | |
| ABF SM CAP VAL R5 Mutual funds | Other securities | — | — | $161K | 0.3% | |
| FID FREEDOM 2055 K Mutual funds | Mutual Funds | — | — | $133K | 0.3% | |
| COL EMERGING MKTS A Mutual funds | Other securities | — | — | $122K | 0.2% | |
| FID FREEDOM 2060 K Mutual funds | Mutual Funds | — | — | $94K | 0.2% | |
| FID FREEDOM 2015 K Mutual funds | Mutual Funds | — | — | $85K | 0.2% | |
| FID GOVT MMKT U.S. Treasury money market fund | Mutual Funds | — | — | $65K | 0.1% | |
| FID FREEDOM 2010 K Mutual funds | Mutual Funds | — | — | $47K | <0.1% | |
| FID FREEDOM 2065 K Mutual funds | Mutual Funds | — | — | $36K | <0.1% | |
| FIDELITY GOVT INCOME Mutual funds | Mutual Funds | — | — | $13K | <0.1% | |
| FID INTL SM CAP OPP Mutual funds | 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.
