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Original filing (PDF)20250924144723NAL0006870449001
VISTAR EYE CENTER, INC.
Form 5500
FILING_RECEIVED
VISTAR EYE CENTER, INC. 401(K) PROFIT SHARING PLAN AND TRUST
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
281
Accounts w/ balance
330
Plan assets (EOY)
$46.7M
Net assets (EOY)
$46.7M
How this plan invests
This plan
34 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 (9 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for VISTAR EYE CENTER, INC..
Plan sponsor
Name
VISTAR EYE CENTER, INC.
EIN
54-0853078
Address
PO BOX 1789 · ROANOKE, VA · 24008
Phone
(540) 344-4000
Industry
Health Care & Social Assistancesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
003
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-09-24
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
2R · Participant-directed brokerage (SDBA)
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
BROWN, EDWARDS & COMPANY, L.L.P.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
4 rowsAdvisor / Consultant
3| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GLOBAL RETIREMENT PARTNERS | — | SAN RAFAEL, CA | ADVISOR | $25K | — |
| THE VANGUARD GROUP, INC | 23-1945930 | — | ADVISOR | $6K | — |
| SAGEVIEW ADVISORY GROUP | — | NEWPORT BEACH, CA | ADVISOR | $2K | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TIGERS EYE BENEFITS CONSULTING | 52-1875589 | — | THIRD PARTY ADMIN | $8K | — |
Investments
32 direct securities· $60.9M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Charles Schwab Self-Directed Brokerage Accounts | — | — | — | $13.3M | 28.4% | |
| VANGUARD Schwab Inv | — | — | — | $10.2M | 21.9% | |
| Vanguard Target Retirement 2050 Fund | — | — | — | $4.7M | 10.1% | |
| Vanguard Target Retirement 2045 Fund | — | — | — | $4.4M | 9.5% | |
| Vanguard Target Retirement 2025 Fund | — | — | — | $3.9M | 8.4% | |
| Vanguard Target Retirement 2040 Fund | — | — | — | $3.5M | 7.6% | |
| Vanguard Growth Index Admiral | — | — | — | $3.5M | 7.5% | |
| CHARLES SCHWAB Exchange Traded Funds | — | — | — | $2.8M | 6.0% | |
| Vanguard Target Retirement 2035 Fund | — | — | — | $2.6M | 5.6% | |
| Vanguard Target Retirement 2030 Fund | — | — | — | $2.2M | 4.6% | |
| VANGUARD Schwab SDBC | — | — | — | $929K | 2.0% | |
| Charles Schwab Self-Directed Deposit Account | — | — | — | $929K | 2.0% | |
| Vanguard Target Retirement 2020 Fund | — | — | — | $904K | 1.9% | |
| Standard Stable Asset Fund | — | — | — | $802K | 1.7% | |
| PIMCO Income Institutional | — | — | — | $670K | 1.4% | |
| Vanguard Target Retirement 2055 Fund | — | — | — | $664K | 1.4% | |
| Vanguard Total Stock Market Index Admiral | — | — | — | $586K | 1.3% | |
| Vanguard Total Bond Market Index Admiral | — | — | — | $585K | 1.3% | |
| Vanguard Target Retirement 2060 Fund | — | — | — | $436K | 0.9% | |
| Cohen & Steers Real Estate Securities Fund Class Z | — | — | — | $432K | 0.9% | |
| Vanguard Mid Cap Index Admiral | — | — | — | $430K | 0.9% | |
| Vanguard Small-Cap Index Admiral | — | — | — | $428K | 0.9% | |
| Vanguard Value Index Admiral | — | — | — | $362K | 0.8% | |
| Vanguard Target Retirement Income Fund | — | — | — | $309K | 0.7% | |
| Vanguard Total Intl Stock Index Admiral | — | — | — | $267K | 0.6% | |
| Participant Loans Various maturities, interest rates of 4.25% to 9.50% - | — | — | — | $267K | 0.6% | |
| Vanguard Target Retirement 2065 Fund | — | — | — | $233K | 0.5% | |
| CHARLES SCHWAB Common Stocks 0 CHARLES SCHWAB Bond Funds 0 CHARLES SCHWAB Mutual Funds | — | — | — | $217K | 0.5% | |
| Federated Hermes Institutional High Yield Bond R6 | — | — | — | $150K | 0.3% | |
| CHARLES SCHWAB Cash | — | — | — | $30K | <0.1% | |
| Fidelity Advisor Focused Emerging Markets Fund Class Z | — | — | — | $18K | <0.1% | |
| Vanguard Target Retirement 2070 Fund | — | — | — | $2K | <0.1% |