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Original filing (PDF)20251010101142NAL0004131315001
BRIDGEVIEW EYE PARTNERS
Form 5500
FILING_RECEIVED
BRIDGEVIEW EYE PARTNERS RETIREMENT SAVINGS PLAN
401(k) retirement plan
Signals · 2
No recordkeeper disclosed8 service providers
Active participants
952
Accounts w/ balance
988
Plan assets (EOY)
$24.3M
Net assets (EOY)
$24.3M
How this plan invests
This plan
1 pooled trust
Schedule D
29 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
89
/ 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
100
Total plan cost
65
Vendor stack
80
Participation health
100
Knocking points off
- 55 bps in Schedule C fees — 91% above peer band of 29 bps.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for BRIDGEVIEW EYE PARTNERS.
Plan sponsor
Name
BRIDGEVIEW EYE PARTNERS
EIN
35-1845786
Address
835 NORTH CASS STREET · WABASH, IN · 46992
Phone
(260) 569-9550
Industry
Agriculture, Forestry, Fishing, Huntingsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-10
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
3H · Sponsor in controlled / affiliated group
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
CROWE, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
8 rowsOther
8| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| T. ROWE PRICE RPS, INC. | 52-1309931 | — | NONE | $135K | — |
| DIMENSIONAL FUNDS | 95-4470812 | — | NONE | $0 | — |
| PIMCO FUNDS | 33-0629048 | — | NONE | $0 | — |
| JP MORGAN FUNDS | 13-2624428 | — | NONE | $0 | — |
| HARTFORD MUTUAL FUNDS | 13-3317783 | — | NONE | $0 | — |
| PRINCIPAL FUND | 42-1520346 | — | NONE | $0 | — |
| FIDELITY | 04-2647786 | — | NONE | $0 | — |
| MFS FUNDS | 04-2747644 | — | NONE | $0 | — |
Investments
29 direct securities · 1 pooled fund· $24.5M(100% 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
$24.1M
28 holdings
Common Collective Trust
$204K
1 holding
Mutual Funds
$174K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity 500 Index # | — | — | — | $2.8M | 11.4% | |
| T. Rowe Price Retirement I 2030 TR K Fund I # | — | — | — | $2.6M | 10.8% | |
| T. Rowe Price Retirement I 2045 TR K Fund I # | — | — | — | $2.5M | 10.2% | |
| T. Rowe Price Retirement I 2035 TR K Fund I # | — | — | — | $2.2M | 9.1% | |
| T. Rowe Price Retirement I 2040 TR K Fund I # | — | — | — | $2.2M | 9.1% | |
| T. Rowe Price Retirement I 2055 TR K Fund I # | — | — | — | $2.0M | 8.2% | |
| T. Rowe Price Retirement I 2050 TR K Fund I # | — | — | — | $1.8M | 7.3% | |
| T. Rowe Price Retirement I 2025 TR K Fund I # | — | — | — | $1.7M | 7.1% | |
| JPMorgan Equity Income Fund R6 # | — | — | — | $842K | 3.5% | |
| Fidelity Advisor Total Bond Z # - Fidelity Extended Market Index Fund # | — | — | — | $827K | 3.4% | |
| T. Rowe Price Retirement I 2060 TR K Fund I # | — | — | — | $755K | 3.1% | |
| T. Rowe Price Retirement I 2020 TR K Fund I # | — | — | — | $684K | 2.8% | |
| JPMorgan Large Cap Growth Fund R6 # | — | — | — | $482K | 2.0% | |
| T. Rowe Price Retirement I 2065 TR K Fund I # | — | — | — | $411K | 1.7% | |
| Hartford International Opportunities Fund R6 # | — | — | — | $396K | 1.6% | |
| Dimensional Fund Advisors US Small Cap Value Fund # | — | — | — | $248K | 1.0% | |
| due various dates through 2030 | — | — | — | $245K | 1.0% | |
| Fidelity Total International Index Fund # | — | — | — | $234K | 1.0% | |
| WT G RETIRE INC F35 T. ROWE PRICE TRUST COMPANY · EIN 52-1309931 / PN 001 | Common Collective Trust | — | — | $204K | 0.8% | |
| Common Collective Trust * T. Rowe Price Stable Value # | — | — | — | $204K | 0.8% | |
| Dimensional Fund Advisors Emerging Markets Core Equity Fund # | Mutual Funds | — | — | $174K | 0.7% | |
| PIMCO Income Institutional Fund # | — | — | — | $173K | 0.7% | |
| MFS Mid Cap Growth Fund # | — | — | — | $167K | 0.7% | |
| T. Rowe Price Retirement I 2015 TR K Fund I # | — | — | — | $157K | 0.6% | |
| Principal SmallCap Growth Fund I R6 # | — | — | — | $148K | 0.6% | |
| Fidelity US Bond Index Fund # | — | — | — | $118K | 0.5% | |
| Dimensional Fund Advisors Real Estate Securities Fund I # | — | — | — | $108K | 0.4% | |
| FIAM Core Plus CIT CI I # | — | — | — | $63K | 0.3% | |
| Money Market * T. Rowe Price Government Money # | — | — | — | $28K | 0.1% | |
| T. Rowe Price Retirement I 2005 TR K Fund I # | — | — | — | $24K | 0.1% |