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Original filing (PDF)20231015194916NAL0037198689001
MIDWEST EYE CONSULTANTS HOLDING COMPANY, P.C.
Form 5500
FILING_RECEIVED
MIDWEST EYE CONSULTANTS RETIREMENT SAVINGS PLAN
401(k) retirement plan
Signals · 2
No recordkeeper disclosed7 service providers
Active participants
662
Accounts w/ balance
703
Plan assets (EOY)
$13.9M
Net assets (EOY)
$13.9M
How this plan invests
This plan
2 collective trusts
Schedule D
Individual securities
on each trust's filing
This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.
Plan health score (directional)
84
/ 100
Grade B
Above-average plan
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
65
Vendor stack
80
Participation health
100
Knocking points off
- 74 bps in Schedule C fees — 154% above peer band of 29 bps.
- No recordkeeper disclosed on Schedule C.
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for MIDWEST EYE CONSULTANTS HOLDING COMPANY, P.C..
Plan sponsor
Name
MIDWEST EYE CONSULTANTS HOLDING COMPANY, P.C.
EIN
47-5580145
Address
835 NORTH CASS STREET · WABASH, IN · 46992
Phone
(260) 569-9550
Industry
Agriculture, Forestry, Fishing, Huntingsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2022
Plan year begin
2022-01-01
Tax period
2022-12-31
Filed
2023-10-15
Pension benefit codes
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)
3H · Sponsor in controlled / affiliated group
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
CROWE, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
7 rowsOther
7| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| T. ROWE PRICE RPS, INC. | 52-1309931 | — | NONE | $102K | — |
| DIMENSIONAL FUNDS | 95-4470812 | — | NONE | $0 | — |
| PIMCO FUNDS | 33-0629048 | — | NONE | $0 | — |
| INVESCO | 26-4521338 | — | NONE | $0 | — |
| JP MORGAN FUNDS | 13-2624428 | — | NONE | $0 | — |
| HARTFORD MUTUAL FUNDS | 13-3317783 | — | NONE | $0 | — |
| PRINCIPAL FUND | 42-1520346 | — | NONE | $0 | — |
Investments
2 pooled funds· $229K(2% 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.
| Investment | Type | Current value | % of plan |
|---|---|---|---|
| TRP ST VAL COMMON TRUST FUND T. ROWE PRICE TRUST COMPANY · EIN 52-1309931 / PN 001 | Common Collective Trust | $216K | 1.6% |
| WT G RETIRE INC F35 T. ROWE PRICE TRUST COMPANY · EIN 52-1309931 / PN 001 | Common Collective Trust | $13K | <0.1% |