Roberta Myers signed L.O. Eye Care's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
L.O. Eye Care's EIN is 38-1818892.
Download the official 2024 Form 5500 (PDF) for L.O. Eye Care from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)L.O. Eye Care'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 |
|---|---|---|---|---|---|
| T ROWE PRICE RPS INC | — | BALTIMORE, MD | NONE | $28K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CWM LLC | — | OMAHA, NE | NONE | $30K | — |
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 | |||||
|---|---|---|---|---|---|---|
| T. Rowe Price T. Rowe Price Retirement 2035 Fund n/a $ | Mutual Funds | — | — | $4.4M | 16.5% | |
| T. Rowe Price T. Rowe Price Retirement 2030 Fund n/a | Other securities | — | — | $3.8M | 14.2% | |
| Vanguard 500 Index Fund Admiral n/a | Common Collective Trusts | — | — | $3.0M | 11.1% | |
| T. Rowe Price T. Rowe Price Retirement 2025 Fund n/a | Other securities | — | — | $2.9M | 10.7% | |
| T. Rowe Price T. Rowe Price Retirement 2040 Fund n/a | Other securities | — | — | $2.8M | 10.4% | |
| T. Rowe Price T. Rowe Price Blue Chip Growth Fund n/a | Other securities | — | — | $2.2M | 8.3% | |
| Charles Schwab Self-directed brokerage accounts n/a | Self-Directed Brokerage | — | — | $2.0M | 7.6% | |
| T. Rowe Price T. Rowe Price Retirement 2050 Fund n/a | Other securities | — | — | $1.3M | 4.8% | |
| T. Rowe Price T. Rowe Price Retirement 2045 Fund n/a | Other securities | — | — | $1.3M | 4.7% | |
| T. Rowe Price T. Rowe Price Retirement 2055 Fund n/a | Other securities | — | — | $731K | 2.7% | |
| TRP STABLE VALUE COMMON TRUST FUND T. ROWE PRICE TRUST COMPANY · EIN 52-1309931 / PN 001 | Common Collective Trust | — | — | $549K | 2.1% | |
| T. Rowe Price T. Rowe Price Retirement 2020 Fund n/a | Other securities | — | — | $451K | 1.7% | |
| T. Rowe Price T. Rowe Price Retirement 2060 Fund n/a | Other securities | — | — | $239K | 0.9% | |
| Vanguard Mid-Cap Value Index Fund Admiral n/a | Common Collective Trusts | — | — | $175K | 0.7% | |
| Vanguard Small Cap Value Index Fund Admiral n/a | Common Collective Trusts | — | — | $126K | 0.5% | |
| Vanguard Small Cap Index Fund Admiral n/a | Common Collective Trusts | — | — | $83K | 0.3% | |
| Vanguard Total Bond Market Index Fund Admiral n/a | Common Collective Trusts | — | — | $81K | 0.3% | |
| Vanguard Equity Income Admiral n/a | Mutual Funds | — | — | $59K | 0.2% | |
| T. Rowe Price T. Rowe Price Retirement 2010 Fund n/a | Other securities | — | — | $50K | 0.2% | |
| Vanguard Mid-Cap Index Fund Admiral n/a | Common Collective Trusts | — | — | $49K | 0.2% | |
| Alliance Bernstein AB Small Cap Growth Z n/a | Other securities | — | — | $44K | 0.2% | |
| American Funds American Funds New World Fund Class R-6 n/a | Mutual Funds | — | — | $43K | 0.2% | |
| Vanguard Developed Markets Index Fund Admiral n/a | Common Collective Trusts | — | — | $42K | 0.2% | |
| T. Rowe Price T. Rowe Price Retirement 2015 Fund n/a | Other securities | — | — | $28K | 0.1% | |
| T. Rowe Price Government Money Market Fund n/a | Cash / Money Market | — | — | $21K | <0.1% | |
| T. Rowe Price T. Rowe Price Retirement 2065 Fund n/a | Other securities | — | — | $19K | <0.1% | |
| Janus Henderson Janus Henderson Enterprise Fund Class N n/a | Mutual Funds | — | — | $10K | <0.1% | |
| Vanguard Total International Bond Index Fund Admiral n/a | Common Collective Trusts | — | — | $10K | <0.1% | |
| T. Rowe Price T. Rowe Price International Discovery Fund n/a | Other securities | — | — | $10K | <0.1% | |
| Prudential PGIM Total Return Bond n/a | Other securities | — | — | $6K | <0.1% | |
| Eaton Vance Eaton Vance Income Fund of Boston Class R6 n/a | Other securities | — | — | $3K | <0.1% | |
| T. Rowe Price T. Rowe Price Spectrum International Fund n/a | Other securities | — | — | $2K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
