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Original filing (PDF)20251003113949NAL0000781587001
MIDWEST EYE CARE, P.C.
Form 5500
FILING_RECEIVED
MIDWEST EYE CARE 401(K) PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
196
Accounts w/ balance
238
Plan assets (EOY)
$33.6M
Net assets (EOY)
$33.5M
How this plan invests
This plan
1 pooled trust
Schedule D
29 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.
Helping the score
- Below-peer total fees (18 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for MIDWEST EYE CARE, P.C..
Plan sponsor
Name
MIDWEST EYE CARE, P.C.
EIN
47-0805428
Address
4353 DODGE ST · OMAHA, NE · 68131
Phone
(402) 552-2020
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
2025-10-03
Pension benefit codes
2E · Profit-sharing
2J · 401(k) feature
2K · 401(m) arrangement
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
MCMILLEN DOVALO CO., P.C.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsOther
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| THE VANGUARD GROUP, INC. | 23-1945930 | — | NONE | $42K | — |
| USI ADVISORS INC | 06-1397347 | — | NONE | $19K | — |
Investments
28 direct securities · 1 pooled fund· $32.5M(97% 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
$30.3M
28 holdings
Common Collective Trust
$2.2M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fund * Vanguard Target Retirement 2025 Mutual Fund | — | — | — | $6.8M | 20.3% | |
| Fund * Vanguard Target Retirement 2035 Mutual Fund | — | — | — | $4.3M | 12.8% | |
| Fund * Vanguard Target Retirement 2050 Mutual Fund | — | — | — | $3.4M | 10.2% | |
| Fund * Vanguard Target Retirement 2040 Mutual Fund | — | — | — | $3.0M | 9.0% | |
| Vanguard Target Retirement 2045 Mutual Fund | — | — | — | $2.6M | 7.8% | |
| VANGUARD RETIREMENT SAVINGS TR III VANGUARD FIDUCIARY TRUST COMPANY · EIN 38-7041744 / PN 024 | Common Collective Trust | — | — | $2.2M | 6.6% | |
| Index Fund Admiral Shares * Vanguard Total Stock Market Index Mutual Fund | — | — | — | $2.2M | 6.5% | |
| Fund * Vanguard Target Retirement 2030 Mutual Fund | — | — | — | $1.8M | 5.3% | |
| Admiral Shares * Vanguard Target Retirement 2020 Mutual Fund | — | — | — | $1.6M | 4.8% | |
| Fund * Vanguard Target Retirement 2055 Mutual Fund | — | — | — | $573K | 1.7% | |
| Fund * Vanguard Target Retirement 2060 Mutual Fund | — | — | — | $556K | 1.7% | |
| Index Fund Admiral Shares * Vanguard Growth Index Fund Admiral Mutual Fund | — | — | — | $498K | 1.5% | |
| MFS International Intrinsic Value Mutual Fund | — | — | — | $432K | 1.3% | |
| Class I Shares Janus Triton Fund; Class N Mutual Fund | — | — | — | $326K | 1.0% | |
| Vanguard Total Bond Market Index Mutual Fund | — | — | — | $303K | 0.9% | |
| Shares Victory Sycamore Small Company Mutual Fund | — | — | — | $301K | 0.9% | |
| Fund Admiral Shares * Vanguard Value Index Fund Admiral Mutual Fund | — | — | — | $284K | 0.8% | |
| Fund * Vanguard Target Retirement Income Mutual Fund | — | — | — | $237K | 0.7% | |
| Shares * Vanguard Mid-Cap Index Fund Mutual Fund | — | — | — | $233K | 0.7% | |
| Fund Admiral Shares * Vanguard Total International Stock Mutual Fund | — | — | — | $160K | 0.5% | |
| Cohen & Steers Real Estate Mutual Fund | — | — | — | $151K | 0.5% | |
| Fund * Vanguard Target Retirement 2065 Mutual Fund | — | — | — | $147K | 0.4% | |
| Class Y Janus Henderson Flexible Bond Fund; Mutual Fund | — | — | — | $119K | 0.4% | |
| Opportunities Fund; Class I * Vanguard Emerging Markets Stock Mutual Fund | — | — | — | $80K | 0.2% | |
| Securities Fund; Class Z Columbia Dividend Opportunity Fund; Mutual Fund ** 643 Inst'l II Class Hartford Small Cap Growth Fund; Mutual Fund | — | — | — | $55K | 0.2% | |
| Admiral Shares * Vanguard Small-Cap Index Fund Mutual Fund | — | — | — | $42K | 0.1% | |
| Fund; Cl R3 Macquarie High Income Fund; Class I Mutual Fund | — | — | — | $17K | <0.1% | |
| Transamerica Mid Cap Value Mutual Fund | — | — | — | $12K | <0.1% | |
| Fund * Vanguard Target Retirement 2070 Mutual Fund | — | — | — | $11K | <0.1% |