Michelle Hanttula signed Acuity Eyecare Holdings, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Acuity Eyecare Holdings, LLC's EIN is 35-2582309.
Download the official 2024 Form 5500 (PDF) for Acuity Eyecare Holdings, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Acuity Eyecare Holdings, LLC's plan includes ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA), profit-sharing.
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 | $210K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CREATIVE PLANNING LLC | 84-4519624 | — | ADVISOR | $111K | — |
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 | |||||
|---|---|---|---|---|---|---|
| American Funds American Funds Target Date 2040 R6 N/R | Mutual Funds | — | — | $12.5M | 12.3% | |
| American Funds American Funds Target Date 2035 R6 N/R | Mutual Funds | — | — | $12.1M | 11.9% | |
| American Funds American Funds Target Date 2045 R6 N/R | Mutual Funds | — | — | $10.2M | 10.0% | |
| American Funds American Funds Target Date 2030 R6 N/R | Mutual Funds | — | — | $10.1M | 9.8% | |
| American Funds American Funds Target Date 2055 R6 N/R | Mutual Funds | — | — | $9.6M | 9.4% | |
| American Funds American Funds Target Date 2050 R6 N/R | Mutual Funds | — | — | $9.6M | 9.3% | |
| BR EQUITY INDEX R GREAT GRAY TRUST COMPANY, LLC · EIN 20-3802168 / PN 001 | Common Collective Trust | — | — | $8.8M | 8.6% | |
| American Funds American Funds Target Date 2060 R6 N/R | Mutual Funds | — | — | $6.9M | 6.7% | |
| American Funds American Funds Target Date 2025 R6 N/R | Mutual Funds | — | — | $5.2M | 5.1% | |
| MFS Investment Management MFS Growth Fund Class R6 N/R | Mutual Funds | — | — | $3.5M | 3.4% | |
| BR MID CAP EQ IDX R GREAT GRAY TRUST COMPANY · EIN 20-3802327 / PN 003 | Common Collective Trust | — | — | $2.0M | 1.9% | |
| American Funds American Funds Target Date 2020 R6 N/R | Mutual Funds | — | — | $1.6M | 1.6% | |
| Company, LLC Fund Participant Loans * Participant Loans Intertest rates: 5.25% - 10.50% $0 | Bonds / Notes | — | — | $1.3M | 1.3% | |
| PIMCO Investments PIMCO Income Fund Institutional Class N/R | Mutual Funds | — | — | $1.2M | 1.2% | |
| JPMorgan Asset Management JPMorgan Equity Income Fund Class N/R | Other securities | — | — | $1.2M | 1.1% | |
| PUTNAM STABLE VALUE PUTNAM FIDUCIARY TRUST COMPANY · EIN 04-3159710 / PN 202 | Common Collective Trust | — | — | $1.1M | 1.1% | |
| Great Gray Trust Company, LLC BlackRock Russell 2000 Index R N/R | Common Collective Trusts | — | — | $930K | 0.9% | |
| BLKRK R2000 IDX R GREAT GRAY TRUST COMPANY · EIN 20-3802587 / PN 004 | Common Collective Trust | — | — | $930K | 0.9% | |
| BR EAFE EQUITY IDX R GREAT GRAY TRUST COMPANY · EIN 20-3802495 / PN 007 | Common Collective Trust | — | — | $679K | 0.7% | |
| R6 American Funds American Funds Target Date 2015 R6 N/R | Mutual Funds | — | — | $674K | 0.7% | |
| BlackRock Advisors, LLC BlackRock Mid-Cap Equity Index R N/R | Common Collective Trusts | — | — | $666K | 0.7% | |
| Virtus Investment Partners Inc. Virtus Kayne Anderson Rudnick Small N/R | Common Stocks | — | — | $540K | 0.5% | |
| Cap Growth R6 Fund American Funds American Funds EuroPacific Growth N/R | Mutual Funds | — | — | $502K | 0.5% | |
| Fund PGIM PGMI Total Return Bond Fund Z N/R | Other securities | — | — | $429K | 0.4% | |
| Undiscovered Managers Behavioral Value R6 N/R | Other securities | — | — | $302K | 0.3% | |
| American Funds American Century Mid Cap Value Fund N/R | Mutual Funds | — | — | $301K | 0.3% | |
| BR US DEBT INDEX R GREAT GRAY TRUST COMPANY · EIN 20-3802445 / PN 010 | Common Collective Trust | — | — | $241K | 0.2% | |
| R6 Class American Funds American Funds Target Date 2010 R6 N/R | Mutual Funds | — | — | $152K | 0.1% | |
| John Hancock Investments John Hancock Global Equity Fund N/R | Other securities | — | — | $79K | <0.1% | |
| Money Market Fund * Fidelity Management & Research Fidelity Government Money Market N/R | Mutual Funds | — | — | $21K | <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 |
|---|---|---|---|---|---|
| BAKER TILLY US, LLP | 30-1413443 | — | ACCOUNTANT/AUDITOR | $20K | — |
