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Original filing (PDF)20250911135753NAL0000274595001
MANN EYE CENTER, PA
Form 5500
FILING_RECEIVED
MANN EYE INSTITUTE 401(K) PLAN
401(k) retirement plan
Active participants
408
Accounts w/ balance
449
Plan assets (EOY)
$26.0M
Net assets (EOY)
$26.0M
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)
91
/ 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
100
Participation health
100
Knocking points off
- 47 bps in Schedule C fees — 62% above peer band of 29 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for MANN EYE CENTER, PA.
Plan sponsor
Name
MANN EYE CENTER, PA
EIN
47-0914928
Address
2316 TIMBER SHADOWS DRIVE SUITE 208 · KINGWOOD, TX · 77339
Phone
(713) 580-2500
Industry
Offices of Physicians· Health Care & Social Assistancesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-09-11
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
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
TEMPLETON & COMPANY, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
5 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY O | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $83K | — |
Advisor / Consultant
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| LPL FINANCIAL | — | SAN DIEGO, CA | INVESTMENT ADVISOR | $23K | — |
| ONEDIGITAL INVESTMENT ADVISORS LLC | — | DALLAS, TX | INVESTMENT ADVISOR | $5K | — |
Other
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MANN EYE CENTER PA | — | KINGWOOD, TX | OTHER | $11K | — |
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $479 | — |
Investments
28 direct securities · 1 pooled fund· $25.5M(98% 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
$25.3M
28 holdings
Common Collective Trust
$214K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| American Fund 2035 Target Date Retirement | — | — | — | $4.0M | 15.4% | |
| American Fund 2040 Target Date Retirement | — | — | — | $3.9M | 15.1% | |
| Columbia Overseas Value Institutional Fund ** 333 Fidelity 500 Index Fund | — | — | — | $2.6M | 9.9% | |
| American Fund 2050 Target Date Retirement | — | — | — | $2.3M | 8.8% | |
| American Fund 2025 Target Date Retirement | — | — | — | $2.2M | 8.3% | |
| American Fund 2045 Target Date Retirement | — | — | — | $1.9M | 7.3% | |
| American Fund 2055 Target Date Retirement | — | — | — | $1.4M | 5.6% | |
| American Fund 2030 Target Date Retirement | — | — | — | $947K | 3.6% | |
| Vanguard Total Bond Market Index Admiral Fund | — | — | — | $705K | 2.7% | |
| AllianceBernstein Large Cap Growth | — | — | — | $609K | 2.3% | |
| American Fund 2060 Target Date Retirement | — | — | — | $583K | 2.2% | |
| MassMutual US Government Money Market Fund | — | — | — | $559K | 2.2% | |
| Vanguard Mid Cap Index Admiral Fund | — | — | — | $538K | 2.1% | |
| Vanguard Small Cap Index Admiral Fund | — | — | — | $536K | 2.1% | |
| Vanguard Developed Markets Index Admiral Shares | — | — | — | $384K | 1.5% | |
| JPMorgan Core Plus Bond Fund | — | — | — | $319K | 1.2% | |
| American Fund New Perspective Fund | — | — | — | $309K | 1.2% | |
| American Century Mid Cap Value | — | — | — | $271K | 1.0% | |
| American Fund American Mutual Fund | — | — | — | $235K | 0.9% | |
| American Fund 2020 Target Date Retirement | — | — | — | $217K | 0.8% | |
| American Century Small Cap Value | — | — | — | $214K | 0.8% | |
| GALLIARD STABLE RETURN FUND C WELLS FARGO MUTUAL FUNDS · EIN 52-2250946 / PN 001 | Common Collective Trust | — | — | $214K | 0.8% | |
| American Fund 2065 Target Date Retirement | — | — | — | $156K | 0.6% | |
| MFS International Growth Fund | — | — | — | $118K | 0.5% | |
| American Fund New World Fund | — | — | — | $112K | 0.4% | |
| JPMorgan Mid Cap Growth Fund | — | — | — | $99K | 0.4% | |
| Fidelity Advisor Small Cap Growth Fund | — | — | — | $86K | 0.3% | |
| American Fund 2010 Target Date Retirement | — | — | — | $24K | <0.1% | |
| American Fund 2015 Target Date Retirement | — | — | — | $23K | <0.1% |
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