April Bettencourt signed Vision Service Plan's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Vision Service Plan's EIN is 52-7325750.
Download the official 2024 Form 5500 (PDF) for Vision Service Plan from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Vision Service Plan's plan includes life insurance, dental coverage, vision coverage.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| SPDR S&P 500 ETF Trust | Common Collective Trusts | — | $6.3M | $13.8M | 17.2% | |
| Vanguard Short-Term Bond Index Fund | Common Collective Trusts | — | $13.2M | $12.9M | 16.1% | |
| Baird Intermediate Bond Fund | Other securities | — | $13.7M | $12.8M | 16.0% | |
| Vanguard Intermediate Term Bond Index Fund | Common Collective Trusts | — | $7.2M | $6.4M | 8.0% | |
| iShares Core S&P Mid-Cap ETF | Other securities | — | $4.2M | $6.3M | 7.9% | |
| Causeway International Value Fund | Other securities | — | $3.0M | $3.6M | 4.4% | |
| American Funds Europacific Growth Fund Class F3 | Mutual Funds | — | $3.7M | $3.5M | 4.4% | |
| MFS Value Fund Class R6 | Mutual Funds | — | $2.8M | $3.1M | 3.8% | |
| T. Rowe Price Large Cap Growth Fund Class I | Other securities | — | $2.1M | $3.0M | 3.7% | |
| iShares S&P 500 ETF Trust | Common Collective Trusts | — | $1.5M | $2.7M | 3.4% | |
| iShares Russell 1000 Growth ETF | Common Collective Trusts | — | $1.5M | $2.7M | 3.3% | |
| Vanguard Developed Markets Index Fund | Common Collective Trusts | — | $2.3M | $2.6M | 3.2% | |
| Acadian Emerging Markets Portfolio Class I | Other securities | — | $2.2M | $2.4M | 3.0% | |
| Goldman Sachs Small Cap Value Fund | Other securities | — | $1.7M | $1.4M | 1.8% | |
| Invesco Small Cap Growth Fund | Mutual Funds | — | $1.5M | $1.4M | 1.8% | |
| iShares Russell 2000 ETF | Common Collective Trusts | — | $861K | $1.2M | 1.5% | |
| Federated Government Obligations | Other securities | — | $415K | $415K | 0.5% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
