Ronald Copeland signed Berkeley Eye Institute, PLLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Berkeley Eye Institute, PLLC's EIN is 43-2012505.
Download the official 2024 Form 5500 (PDF) for Berkeley Eye Institute, PLLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Berkeley Eye Institute, PLLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, a default investment (QDIA), automatic enrollment.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BOKF, NA | — | TULSA, OK | TRUSTEE | $37K | — |
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 | |||||
|---|---|---|---|---|---|---|
| MAP POOLED INVESTMENT TRUST BOKF, NA · EIN 73-0780382 / PN 005 | Common Collective Trust | — | — | $7.8M | 48.8% | |
| BOKF Retirement 2050 Fund 65,163 Shares | Other securities | — | $65K | $2.8M | 17.6% | |
| BOKF Retirement 2040 Fund 68,660 Shares | Other securities | — | $69K | $2.7M | 17.1% | |
| Fidelity 500 Indx-Inst Prem 10,590 Shares | Mutual Funds | — | $11K | $2.2M | 13.5% | |
| T Row Grwth Stk-l 13,816 Shares | Other securities | — | $14K | $1.5M | 9.2% | |
| BOKF Retirement Income 30 Shares 300 ** BOKF Retirement 2060 Fund 22,089 Shares | Other securities | — | $22K | $935K | 5.8% | |
| BOKF Retirement 2030 Fund 26,011 Shares | Other securities | — | $26K | $908K | 5.7% | |
| Met West Tot Ret Bd-P 89,399 Shares | Other securities | — | $89K | $744K | 4.7% | |
| Vanguard M/C Indx-Adm 1,955 Shares | Mutual Funds | — | $2K | $639K | 4.0% | |
| Amer Europacific Grwth-R6 10,986 Shares | Other securities | — | $11K | $590K | 3.7% | |
| Vanguard S/C Grwth Indx-Adm 4,695 Shares | Mutual Funds | — | $5K | $462K | 2.9% | |
| Vanguard Tot Stk Mkt Indx-Adm 2,300 Shares | Mutual Funds | — | $2K | $324K | 2.0% | |
| BOKF Retirement 2020 Fund 9,999 Shares | Other securities | — | $10K | $300K | 1.9% | |
| American Beacon Intl Eq-R6 19,115 Shares | Other securities | — | $19K | $287K | 1.8% | |
| MFS Val-R6 5,908 Shares | Mutual Funds | — | $6K | $286K | 1.8% | |
| Participant Loans 4.25-9.50%, with maturity dates through November 2028 | Bonds / Notes | — | — | $281K | 1.8% | |
| Vanguard S/T Bd Indx-Adm 19,085 Shares | Mutual Funds | — | $19K | $193K | 1.2% | |
| Cavanal Hill Govt Sec Mmkt-Sel Cash/MM | Cash / Money Market | — | — | $193K | 1.2% | |
| Vanguard Infl-Prot Secs-Adm 7,788 Shares | Mutual Funds | — | $8K | $175K | 1.1% | |
| Vanguard Tot Intl Stk Indx-Adm 2,586 Shares | Mutual Funds | — | $3K | $82K | 0.5% | |
| Vanguard S/C Val Indx-Adm 720 Shares | Mutual Funds | — | — | $61K | 0.4% | |
| Vanguard S/T Corp Bd Indx-Adm 2,879 Shares | Mutual Funds | — | $3K | $61K | 0.4% | |
| BOKF Retirement Conservative Fund 2,408 Shares | Other securities | — | $2K | $57K | 0.4% | |
| Vanguard Intrm Corp Bd-Adm 25 Shares 532 Vanguard REIT Indx-Adm 451 Shares | Mutual Funds | — | — | $57K | 0.4% | |
| Vanguard Intrm Bd Indx-Adm 4,414 Shares | Mutual Funds | — | $4K | $45K | 0.3% | |
| BOKF Retirement 2070 Fund 2,541 Shares | Other securities | — | $3K | $39K | 0.2% | |
| Cash Cash/MM | Cash / Money Market | — | — | $31K | 0.2% | |
| Vanguard Emerg Mkt Stk Inx-Adm 573 Shares | Mutual Funds | — | — | $21K | 0.1% | |
| Amer Beacon S/C Val-R6 777 Shares | Other securities | — | — | $19K | 0.1% | |
| Accrued interest & dividends n/a | Other securities | — | — | $6K | <0.1% | |
| Flexinsured Account MMF CFID FDIC 4,308 Shares | Other securities | — | $4K | $4K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
