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Original filing (PDF)20250918151859NAL0003524386001
GAILEY EYE CLINIC, LTD.
Form 5500
FILING_RECEIVED
GAILEY EYE CLINIC, LTD. 401K RETIREMENT SAVINGS PLAN
401(k) retirement plan
Active participants
238
Accounts w/ balance
287
Plan assets (EOY)
$29.0M
Net assets (EOY)
$29.0M
How this plan invests
This plan
31 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
100
/ 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
100
Vendor stack
100
Participation health
100
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for GAILEY EYE CLINIC, LTD..
Plan sponsor
Name
GAILEY EYE CLINIC, LTD.
EIN
37-0924192
Address
1008 MAIN STREET · BLOOMINGTON, IL · 617020757
Phone
(309) 829-5311
Industry
Offices of Physicians· Health Care & Social Assistancesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-09-18
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
3H · Sponsor in controlled / affiliated group
2F · ERISA section 404(c)
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
2S · Automatic enrollment
Audit & trust (Schedule H)
Auditor
STRIEGEL, KNOBLOCH & CO. LLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
5 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| THE VANGUARD GROUP, INC. | 23-1945930 | — | RECORDKEEPING DISTRIBUTI | $26K | — |
Advisor / Consultant
3| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SECURITIES AMERICA, INC | 11-2551174 | LAVISTA, NE | INVESTMENT ADVISORY | $19K | — |
| MESIROW | 36-3429599 | — | INVESTMENT ADVISORY | $13K | — |
| OSAIC WEALTH INC. | 36-3036100 | FORTH WORTH, TX | INVESTMENT ADVISORY | $7K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FUTURE PLAN BY ASCENSUS | — | BRAINERD, MN | DISTRIBUTION | $4K | — |
Investments
31 direct securities· $28.1M(97% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard Target Retirement Date 2035 Fund | — | — | — | $5.6M | 19.3% | |
| Vanguard Target Retirement Date 2040 Fund | — | — | — | $5.1M | 17.5% | |
| Vanguard 500 Index Fund | — | — | — | $3.3M | 11.4% | |
| Vanguard Target Retirement Date 2030 Fund | — | — | — | $2.1M | 7.1% | |
| Vanguard Target Retirement Date 2045 Fund | — | — | — | $2.0M | 7.0% | |
| Vanguard Federal Money Market Fund | — | — | — | $2.0M | 6.9% | |
| Vanguard Target Retirement Date 2025 Fund | — | — | — | $1.5M | 5.0% | |
| Vanguard Target Retirement Date 2050 Fund | — | — | — | $1.4M | 4.7% | |
| T. Rowe Price Blue Chip Growth Fund | — | — | — | $999K | 3.4% | |
| Vanguard Target Retirement Date 2055 Fund | — | — | — | $939K | 3.2% | |
| Goldman Sachs International Equity Insights Fund | — | — | — | $369K | 1.3% | |
| JPMorgan Equity Income Fund | — | — | — | $356K | 1.2% | |
| Vanguard Target Retirement Date 2060 Fund | — | — | — | $354K | 1.2% | |
| Vanguard Mid-Cap Value Index Fund | — | — | — | $345K | 1.2% | |
| Vanguard Small Cap Index Fund | — | — | — | $255K | 0.9% | |
| Macquarie Emerging Markets Fund | — | — | — | $202K | 0.7% | |
| Voya Intermediate Bond Fund | — | — | — | $197K | 0.7% | |
| Vanguard Target Retirement Income Fund | — | — | — | $178K | 0.6% | |
| American Funds Washington Mutual Fund | — | — | — | $161K | 0.6% | |
| MFS Mid Cap Growth Fund | — | — | — | $144K | 0.5% | |
| Vanguard Target Retirement Date 2020 Fund | — | — | — | $139K | 0.5% | |
| Janus Henderson Triton Fund | — | — | — | $137K | 0.5% | |
| American Century Real Estate Fund | — | — | — | $130K | 0.4% | |
| Vanguard Target Retirement Date 2065 Fund | — | — | — | $125K | 0.4% | |
| Vanguard High Yield Corp Admin Fund | — | — | — | $94K | 0.3% | |
| Vanguard Inflation-Protected Securities Fund | — | — | — | $78K | 0.3% | |
| Vanguard Total Bond Market Index Fund | — | — | — | $77K | 0.3% | |
| Columbia Balanced Fund | — | — | — | $13K | <0.1% | |
| Vanguard Total International Stock Index Fund | — | — | — | $9K | <0.1% | |
| Principal Small Cap Value Fund | — | — | — | $7K | <0.1% | |
| Vanguard Target Retirement Date 2070 Fund | — | — | — | $5K | <0.1% |