· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
CARLSON-TILLISCH EYE CLINIC, LTD. — CARLSON-TILLISCH EYE CLINIC, LTD. 401(K) PLAN, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20250721115514NAL0000560307001
CARLSON-TILLISCH EYE CLINIC, LTD.
Form 5500-SF
FILING_RECEIVED
CARLSON-TILLISCH EYE CLINIC, LTD. 401(K) PLAN
401(k) retirement plan
Active participants
29
Accounts w/ balance
31
Plan assets (EOY)
$2.2M
Net assets (EOY)
$2.2M
Plan health score (directional)
89
/ 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
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
CARLSON-TILLISCH EYE CLINIC, LTD.
.
Find decision makers
Plan sponsor
Name
CARLSON-TILLISCH EYE CLINIC, LTD.
EIN
41-1291189
Address
120 NORTH BROAD STREET · MANKATO, MN · 56001
Phone
(507) 345-5087
Industry
Health Care & Social Assistance
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
003
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-07-21
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size Health Care & Social Assistance plans
JOEL R. BANKS, O.D.
JOEL R. BANKS, O.D. RETIREMENT PLAN
$2.2M · 6 participants
FAMILY EYE CARE OF O'FALLON, PC
FAMILY EYE CARE OF O'FALLON, PC 401(K) RETIREMENT SAVINGS PLAN
$2.2M · 13 participants
STEPHEN R. GRIEBEL, MD
STEPHEN R. GRIEBEL, MD 401(K) PROFIT SHARING PLAN
$2.2M · 4 participants
VINCETT CONSULTING GROUP LTD.
VINCETT CONSULTING GROUP LTD. 401(K) PLAN
$2.2M · 2 participants
NANCY CHEN, M.D., INC. DBA KAPOLEI EYE CARE
KAPOLEI EYE CARE 401(K) PROFIT SHARING PLAN
100
Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
$2.2M · 3 participants
OPTOMETRIC CARE, INC.
OPTOMETRIC CARE, INC. 401(K) PLAN
$2.2M · 27 participants
Large plans in Minnesota
WELLS FARGO & COMPANY
WELLS FARGO & COMPANY 401(K) PLAN
$57.9B · 167,176 participants
UNITED HEALTHCARE SERVICES INC.
UNITEDHEALTH GROUP 401(K) SAVINGS PLAN MASTER TRUST
$31.0B
MINNESOTA LIFE INSURANCE COMPANY
MASTER SEPARATE ACCOUNT
$29.2B
UNITEDHEALTH GROUP INCORPORATED
UNITEDHEALTH GROUP 401(K) SAVINGS PLAN
$26.6B · 199,134 participants
TARGET CORPORATION
TARGET CORPORATION 401(K) PLAN
$14.4B · 427,999 participants
TARGET CORPORATION
TARGET CORPORATION 401(K) MASTER TRUST
$14.2B