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Original filing (PDF)20250730144312NAL0004902497001
EYEMART EXPRESS, LLC
Form 5500
FILING_RECEIVED
EYEMART EXPRESS, LLC 401(K) PLAN
401(k) retirement plan
Active participants
1,737
Accounts w/ balance
763
Plan assets (EOY)
$21.8M
Net assets (EOY)
$21.8M
How this plan invests
This plan
31 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
86
/ 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
65
Knocking points off
- 68 bps in Schedule C fees — 134% above peer band of 29 bps.
- Only 44% as many balances as active participants — suggests many active employees aren't deferring.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for EYEMART EXPRESS, LLC.
Plan sponsor
Name
EYEMART EXPRESS, LLC
EIN
47-2262776
Address
13800 SENLAC DRIVE SUITE 200 · FARMERS BRANCH, TX · 75234
Phone
(972) 277-3015
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
2025-07-30
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
BAKER TILLY US, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY O | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $65K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CREATIVE PLANNING LLC | — | OVERLAND PARK, KS | INVESTMENT ADVISOR | $51K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $32K | — |
Investments
31 direct securities· $21.8M(100% of reported assets)
Uncategorized
$17.5M
30 holdings
Mutual Funds
$4.3M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity Investments Fidelity 500 Index Fund N/R | Mutual Funds | — | — | $4.3M | 19.9% | |
| MFS Company MFS Growth Fund Class R6 N/R | — | — | — | $1.5M | 7.0% | |
| American Funds American Funds Moderate Growth and N/R | — | — | — | $1.5M | 6.8% | |
| Income Portfolio - R-6 T. Rowe Price T. Rowe Price Retirement 2040 Fund N/R | — | — | — | $1.5M | 6.7% | |
| T. Rowe Price T. Rowe Price Retirement 2030 Fund N/R | — | — | — | $1.4M | 6.2% | |
| T. Rowe Price T. Rowe Price Retirement 2050 Fund N/R | — | — | — | $1.0M | 4.7% | |
| Fidelity Investments Fidelity International Index Fund N/R | — | — | — | $941K | 4.3% | |
| American Funds American Funds EuroPacific Growth Fund R6 N/R | — | — | — | $914K | 4.2% | |
| Group Annuity Contract * Empower Annuity Insurance Key Guaranteed Portfolio Fund N/R | — | — | — | $869K | 4.0% | |
| T. Rowe Price T. Rowe Price Retirement 2045 Fund N/R | — | — | — | $785K | 3.6% | |
| T. Rowe Price T. Rowe Price Retirement 2035 Fund N/R | — | — | — | $673K | 3.1% | |
| PGIM Total Return Bond Fund -Class R6 N/R | — | — | — | $658K | 3.0% | |
| Fidelity Investments Fidelity U.S. Bond Index Fund N/R | — | — | — | $657K | 3.0% | |
| Empower Trust Company, LLC Empower T. Rowe Price Mid Cap Gr Inst N/R | — | — | — | $614K | 2.8% | |
| T. Rowe Price T. Rowe Price Retirement 2055 Fund N/R | — | — | — | $604K | 2.8% | |
| Fidelity Investments Fidelity Mid Cap Index Fund N/R | — | — | — | $464K | 2.1% | |
| Invesco Developing Markets Fund Class R6 N/R | — | — | — | $397K | 1.8% | |
| Fidelity Investments Fidelity Inflation-Protected Bond Index Fund N/R | — | — | — | $393K | 1.8% | |
| AllSpring Special Mid Cap Value Fund - Cl R6 N/R | — | — | — | $377K | 1.7% | |
| T. Rowe Price T. Rowe Price Retirement 2060 Fund N/R | — | — | — | $377K | 1.7% | |
| Fidelity Investments Fidelity Small Cap Index Fund N/R | — | — | — | $374K | 1.7% | |
| T. Rowe Price T. Rowe Price Retirement 2020 Fund N/R | — | — | — | $324K | 1.5% | |
| JPMorgan Funds JPMorgan Equity Income Fund Class R6 N/R | — | — | — | $245K | 1.1% | |
| T. Rowe Price T. Rowe Price Retirement 2025 Fund N/R | — | — | — | $199K | 0.9% | |
| American Funds American Century Small Cap Value Fund R6 N/R | — | — | — | $173K | 0.8% | |
| Janus Triton Janus Henderson Triton Fund Class I N/R | — | — | — | $161K | 0.7% | |
| Virtus Duff & Phelps Virtus Duff & Phelps Real Estate Securities N/R | — | — | — | $148K | 0.7% | |
| Fund R6 * Empower Trust Company, LLC Empower High Yield Bond Inst N/R | — | — | — | $141K | 0.6% | |
| Empower Trust Company, LLC Empower Multi-Sector Bond Index N/R | — | — | — | $102K | 0.5% | |
| Fidelity Investments Fidelity International Bond Index Fund N/R | — | — | — | $20K | <0.1% | |
| Royce International Premier Fund N/R | — | — | — | $4K | <0.1% |
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