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Original filing (PDF)20251015082413NAL0005520192001
CLARKSON EYECARE, INC.
Form 5500
FILING_RECEIVED
EYECARE PARTNERS 401(K) PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
7,775
Accounts w/ balance
6,289
Plan assets (EOY)
$511.8M
Net assets (EOY)
$511.8M
How this plan invests
This plan
15 pooled trusts
Schedule D
31 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
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
100
Total plan cost
65
Vendor stack
80
Participation health
100
Knocking points off
- 17 bps in Schedule C fees — 182% above peer band of 6 bps.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for CLARKSON EYECARE, INC..
Plan sponsor
Name
CLARKSON EYECARE, INC.
EIN
43-1213749
Address
15933 CLAYTON ROAD · BALLWIN, MO · 63011
Phone
(636) 227-2600
Industry
Retail Tradesee 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
2025-10-15
Pension benefit codes
2A · Age/service weighted or new comparability
2S · Automatic enrollment
2E · Profit-sharing
3D · Pre-approved plan (master / prototype / VS)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2F · ERISA section 404(c)
2T · Default investment account (QDIA)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
ARMANINO LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
5 rowsOther
5| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| THE VANGUARD GROUP, INC. | 23-1945930 | — | NONE | $511K | — |
| AI CAPITAL MANAGEMENT LLC | 61-1495162 | — | NONE | $183K | — |
| CREATIVE PLANNING | 84-4519624 | — | NONE | $141K | — |
| PLANTE & MORAN PLLC | 38-1357951 | — | NONE | $18K | — |
| ARMANINO LLP | 33-2514127 | — | NONE | $16K | — |
Investments
16 direct securities · 15 pooled funds· $509.9M(100% 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.
Common Collective Trust
$362.7M
15 holdings
Uncategorized
$147.2M
16 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| VFTC TARGET RET 2030 TR II VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083978 / PN 001 | Common Collective Trust | — | — | $58.8M | 11.5% | |
| VFTC TARGET RET 2035 TR II VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083976 / PN 001 | Common Collective Trust | — | — | $54.7M | 10.7% | |
| Vanguard Self-directed Brokerage Fund Self-directed brokerage account | — | — | — | $54.2M | 10.6% | |
| VFTC TARGET RET 2040 TR II VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083974 / PN 001 | Common Collective Trust | — | — | $44.3M | 8.7% | |
| VFTC TARGET RET 2045 TR II VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083972 / PN 001 | Common Collective Trust | — | — | $43.4M | 8.5% | |
| Vanguard Institutional Index Fund Inst'l Shares 1 Mutual fund | — | — | — | $41.4M | 8.1% | |
| VFTC TARGET RET 2050 TR II VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083970 / PN 001 | Common Collective Trust | — | — | $33.2M | 6.5% | |
| VFTC TARGET RET 2025 TR II VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083980 / PN 001 | Common Collective Trust | — | — | $31.2M | 6.1% | |
| VFTC TARGET RET 2055 TR II VANGUARD FIDUCIARY TRUST COMPANY · EIN 27-6715091 / PN 001 | Common Collective Trust | — | — | $23.8M | 4.6% | |
| VFTC TARGET RET INCOME TR II VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083967 / PN 001 | Common Collective Trust | — | — | $22.0M | 4.3% | |
| VFTC TARGET RET 2020 TR II VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083982 / PN 001 | Common Collective Trust | — | — | $15.0M | 2.9% | |
| VFTC TARGET RET 2060 TR II VANGUARD FIDUCIARY TRUST COMPANY · EIN 45-3799419 / PN 001 | Common Collective Trust | — | — | $10.8M | 2.1% | |
| Vanguard Mid-Cap Index Fund Institutional Shares Mutual fund | — | — | — | $8.5M | 1.7% | |
| Vanguard Total Bond Market Index Fund; Investor * Shares Mutual fund | — | — | — | $7.6M | 1.5% | |
| MORLEY STABLE VALUE FUND PRINCIPAL GLOBAL INVESTORS TRUST COMPANY · EIN 93-6274329 / PN 001 | Common Collective Trust | — | — | $7.3M | 1.4% | |
| T. ROWE PRICE LAG CAP GROW TR CL L T. ROWE PRICE TRUST COMPANY · EIN 87-2326243 / PN 001 | Common Collective Trust | — | — | $7.2M | 1.4% | |
| Vanguard Small-Cap Index Fund Institutional Shares Mutual fund | — | — | — | $7.2M | 1.4% | |
| PUTNAM LARGE CAP VALUE TRUST; IA PUTNAM FIDUCIARY TRUST COMPANY, LLC · EIN 82-3639536 / PN 275 | Common Collective Trust | — | — | $6.2M | 1.2% | |
| Vanguard Total International Stock Index Fund: Ins Mutual fund | — | — | — | $5.0M | 1.0% | |
| T. Rowe Price Capital Appreciation 109 Mutual fund | — | — | — | $3.9M | 0.8% | |
| VFTC TARGET RET 2065 TR II VANGUARD FIDUCIARY TRUST COMPANY · EIN 82-6194314 / PN 001 | Common Collective Trust | — | — | $3.7M | 0.7% | |
| JPMorgan Core Plus Bond Fund; Class R6 Mutual fund | — | — | — | $3.7M | 0.7% | |
| Notes receivable from participants maturities through August 2054 - | — | — | — | $3.3M | 0.7% | |
| American Funds EuroPacific Growth Mutual fund | — | — | — | $3.2M | 0.6% | |
| Vanguard REIT Index Admiral 113 Mutual fund | — | — | — | $2.3M | 0.5% | |
| American Century Mid Cap Value Mutual fund | — | — | — | $2.2M | 0.4% | |
| Eaton Vance Atlanta Capital SMID-Cap A 105 Mutual fund | — | — | — | $1.5M | 0.3% | |
| American Beacon Small Cap Value Fund R6 101.1 Mutual fund | — | — | — | $1.4M | 0.3% | |
| Janus Triton I 106 Mutual fund | — | — | — | $1.3M | 0.3% | |
| VFTC TARGET RET 2070 TR II VANGUARD FIDUCIARY TRUST COMPANY · EIN 87-7039453 / PN 001 | Common Collective Trust | — | — | $1.0M | 0.2% | |
| Vanguard Federal Money/Market Fund 131 Mutual fund | — | — | — | $342K | <0.1% |
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