Michael Kleist signed Wheaton Eye Clinic, Ltd.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Wheaton Eye Clinic, Ltd.'s EIN is 36-2709692.
Download the official 2024 Form 5500 (PDF) for Wheaton Eye Clinic, Ltd. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Wheaton Eye Clinic, Ltd.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA), 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 |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $3K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| FID 500 INDEX Mutual Fund | Common Collective Trusts | — | — | $9.1M | 16.6% | |
| NYLI W LRG CP GR R6 Mutual Fund | Other securities | — | — | $3.9M | 7.1% | |
| BLKRK EQUITY DIV K Mutual Fund | Other securities | — | — | $2.9M | 5.3% | |
| FID TOTAL BOND K6 Mutual Fund | Mutual Funds | — | — | $2.7M | 4.9% | |
| UNIT Self Directed Brokerage | Self-Directed Brokerage | — | — | $2.4M | 4.3% | |
| FID FREEDOM 2025 K Mutual Fund | Mutual Funds | — | — | $2.3M | 4.1% | |
| FID MID CAP IDX Mutual Fund | Common Collective Trusts | — | — | $2.3M | 4.1% | |
| TRP OVERSEAS STOCK I Mutual Fund | Other securities | — | — | $2.2M | 4.0% | |
| Self Directed Brokerage | Common Stocks | — | — | $1.9M | 3.6% | |
| FID FREEDOM 2050 K Mutual Fund | Mutual Funds | — | — | $1.5M | 2.8% | |
| FID GOVT MMKT Mutual Fund | Mutual Funds | — | — | $1.5M | 2.7% | |
| ROYCE SMALL-CAP INST Mutual Fund | Other securities | — | — | $1.3M | 2.4% | |
| FID FREEDOM 2035 K Mutual Fund | Mutual Funds | — | — | $985K | 1.8% | |
| COHEN & STEERS RLTY Mutual Fund | Other securities | — | — | $926K | 1.7% | |
| J H ENTERPRISE I Mutual Fund | Other securities | — | — | $859K | 1.6% | |
| PIM REAL RETURN INST Mutual Fund | Other securities | — | — | $846K | 1.5% | |
| FID INTL INDEX Mutual Fund | Mutual Funds | — | — | $844K | 1.5% | |
| FID FREEDOM 2045 K Mutual Fund | Mutual Funds | — | — | $809K | 1.5% | |
| FID FREEDOM 2030 K Mutual Fund | Mutual Funds | — | — | $806K | 1.5% | |
| VICTORY S ESTB VAL I Mutual Fund | Other securities | — | — | $796K | 1.5% | |
| FID FREEDOM 2055 K Mutual Fund | Mutual Funds | — | — | $795K | 1.5% | |
| FID FREEDOM 2020 K Mutual Fund | Mutual Funds | — | — | $783K | 1.4% | |
| EXTERNAL FUND Self Directed Brokerage | Self-Directed Brokerage | — | — | $710K | 1.3% | |
| FID FREEDOM 2040 K Mutual Fund | Mutual Funds | — | — | $694K | 1.3% | |
| VANG ST BOND IDX ADM Mutual Fund | U.S. Treasuries | — | — | $638K | 1.2% | |
| OAKMARK EQ & INC INV Mutual Fund | Common Stocks | — | — | $577K | 1.1% | |
| BARON SMALL CAP INST Mutual Fund | Other securities | — | — | $530K | 1.0% | |
| PIM RAE US SM I Mutual Fund | Other securities | — | — | $505K | 0.9% | |
| FID SM CAP IDX Mutual Fund | Common Collective Trusts | — | — | $475K | 0.9% | |
| FID EMERGING MKTS K Mutual Fund | Mutual Funds | — | — | $417K | 0.8% | |
| FID FREEDOM 2065 K Mutual Fund | Mutual Funds | — | — | $374K | 0.7% | |
| FID US BOND IDX Mutual Fund | Common Collective Trusts | — | — | $271K | 0.5% | |
| CASH Self Directed Brokerage | Self-Directed Brokerage | — | — | $249K | 0.5% | |
| FID FREEDOM INC K Mutual Fund | Mutual Funds | — | — | $242K | 0.4% | |
| FID FREEDOM 2015 K Mutual Fund | Mutual Funds | — | — | $208K | 0.4% | |
| OUTSTANDING LOAN BALANCE Participant Loans*** | Participant loans | — | — | $165K | 0.3% | |
| FID FREEDOM 2060 K Mutual Fund | Mutual Funds | — | — | $158K | 0.3% | |
| FID TREASURY ONLY MM Mutual Fund | Mutual Funds | — | — | $85K | 0.2% | |
| CERT. OF DEP. Self Directed Brokerage | Self-Directed Brokerage | — | — | $48K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
