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Original filing (PDF)20251001134704NAL0021067746001
L.O. EYE CARE
Form 5500
FILING_RECEIVED
L. O. EYE CARE EMPLOYEE RETIREMENT PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
195
Accounts w/ balance
257
Plan assets (EOY)
$26.7M
Net assets (EOY)
$26.7M
How this plan invests
This plan
1 pooled trust
Schedule D
32 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
98
/ 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
80
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for L.O. EYE CARE.
Plan sponsor
Name
L.O. EYE CARE
EIN
38-1818892
Address
2001 COOLIDGE ROAD · EAST LANSING, MI · 48823
Phone
(517) 336-2984
Industry
Health Care & Social Assistancesee 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
2025-10-01
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2R · Participant-directed brokerage (SDBA)
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
RINGO & ASSOC PC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsOther
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CWM LLC | — | OMAHA, NE | NONE | $30K | — |
| T ROWE PRICE RPS INC | — | BALTIMORE, MD | NONE | $28K | — |
Investments
31 direct securities · 1 pooled fund· $26.4M(99% 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
$21.4M
30 holdings
Mutual Funds
$4.4M
1 holding
Common Collective Trust
$549K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % 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 | — | — | — | $3.8M | 14.2% | |
| Vanguard 500 Index Fund Admiral n/a | — | — | — | $3.0M | 11.1% | |
| T. Rowe Price T. Rowe Price Retirement 2025 Fund n/a | — | — | — | $2.9M | 10.7% | |
| T. Rowe Price T. Rowe Price Retirement 2040 Fund n/a | — | — | — | $2.8M | 10.4% | |
| T. Rowe Price T. Rowe Price Blue Chip Growth Fund n/a | — | — | — | $2.2M | 8.3% | |
| Charles Schwab Self-directed brokerage accounts n/a | — | — | — | $2.0M | 7.6% | |
| T. Rowe Price T. Rowe Price Retirement 2050 Fund n/a | — | — | — | $1.3M | 4.8% | |
| T. Rowe Price T. Rowe Price Retirement 2045 Fund n/a | — | — | — | $1.3M | 4.7% | |
| T. Rowe Price T. Rowe Price Retirement 2055 Fund n/a | — | — | — | $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 | — | — | — | $451K | 1.7% | |
| T. Rowe Price T. Rowe Price Retirement 2060 Fund n/a | — | — | — | $239K | 0.9% | |
| Vanguard Mid-Cap Value Index Fund Admiral n/a | — | — | — | $175K | 0.7% | |
| Vanguard Small Cap Value Index Fund Admiral n/a | — | — | — | $126K | 0.5% | |
| Vanguard Small Cap Index Fund Admiral n/a | — | — | — | $83K | 0.3% | |
| Vanguard Total Bond Market Index Fund Admiral n/a | — | — | — | $81K | 0.3% | |
| Vanguard Equity Income Admiral n/a | — | — | — | $59K | 0.2% | |
| T. Rowe Price T. Rowe Price Retirement 2010 Fund n/a | — | — | — | $50K | 0.2% | |
| Vanguard Mid-Cap Index Fund Admiral n/a | — | — | — | $49K | 0.2% | |
| Alliance Bernstein AB Small Cap Growth Z n/a | — | — | — | $44K | 0.2% | |
| American Funds American Funds New World Fund Class R-6 n/a | — | — | — | $43K | 0.2% | |
| Vanguard Developed Markets Index Fund Admiral n/a | — | — | — | $42K | 0.2% | |
| T. Rowe Price T. Rowe Price Retirement 2015 Fund n/a | — | — | — | $28K | 0.1% | |
| T. Rowe Price Government Money Market Fund n/a | — | — | — | $21K | <0.1% | |
| T. Rowe Price T. Rowe Price Retirement 2065 Fund n/a | — | — | — | $19K | <0.1% | |
| Janus Henderson Janus Henderson Enterprise Fund Class N n/a | — | — | — | $10K | <0.1% | |
| Vanguard Total International Bond Index Fund Admiral n/a | — | — | — | $10K | <0.1% | |
| T. Rowe Price T. Rowe Price International Discovery Fund n/a | — | — | — | $10K | <0.1% | |
| Prudential PGIM Total Return Bond n/a | — | — | — | $6K | <0.1% | |
| Eaton Vance Eaton Vance Income Fund of Boston Class R6 n/a | — | — | — | $3K | <0.1% | |
| T. Rowe Price T. Rowe Price Spectrum International Fund n/a | — | — | — | $2K | <0.1% |