Jennifer Ahmad signed Clarkson Eyecare, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Clarkson Eyecare, Inc.'s EIN is 43-1213749.
Download the official 2024 Form 5500 (PDF) for Clarkson Eyecare, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Clarkson Eyecare, Inc.'s plan includes automatic enrollment, profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| THE VANGUARD GROUP, INC. | 23-1945930 | — | NONE | $511K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| AI CAPITAL MANAGEMENT LLC | 61-1495162 | — | NONE | $183K | — |
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 | |||||
|---|---|---|---|---|---|---|
| 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 | Self-Directed Brokerage | — | — | $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 | Common Collective Trusts | — | — | $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 | Common Collective Trusts | — | — | $8.5M | 1.7% | |
| Vanguard Total Bond Market Index Fund; Investor * Shares Mutual fund | Common Collective Trusts | — | — | $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 | Common Collective Trusts | — | — | $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 | Common Collective Trusts | — | — | $5.0M | 1.0% | |
| T. Rowe Price Capital Appreciation 109 Mutual fund | Other securities | — | — | $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 | Other securities | — | — | $3.7M | 0.7% | |
| Notes receivable from participants maturities through August 2054 - | Other securities | — | — | $3.3M | 0.7% | |
| American Funds EuroPacific Growth Mutual fund | Mutual Funds | — | — | $3.2M | 0.6% | |
| Vanguard REIT Index Admiral 113 Mutual fund | Mutual Funds | — | — | $2.3M | 0.5% | |
| American Century Mid Cap Value Mutual fund | Other securities | — | — | $2.2M | 0.4% | |
| Eaton Vance Atlanta Capital SMID-Cap A 105 Mutual fund | Other securities | — | — | $1.5M | 0.3% | |
| American Beacon Small Cap Value Fund R6 101.1 Mutual fund | Other securities | — | — | $1.4M | 0.3% | |
| Janus Triton I 106 Mutual fund | Mutual Funds | — | — | $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 | Mutual Funds | — | — | $342K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CREATIVE PLANNING | 84-4519624 | — | NONE | $141K | — |
| PLANTE & MORAN PLLC | 38-1357951 | — | NONE | $18K | — |
| ARMANINO LLP | 33-2514127 | — | NONE | $16K | — |
