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Original filing (PDF)20251015175347NAL0006971984001
EYE CONSULTANTS OF ATLANTA, P.C.
Form 5500
FILING_RECEIVED
EYE CONSULTANTS OF ATLANTA, P.C. PROFIT SHARING PLAN AND TRUST
401(k) retirement plan
Signals · 2
69% in single holdingNo recordkeeper disclosed
Active participants
191
Accounts w/ balance
274
Plan assets (EOY)
$45.1M
Net assets (EOY)
$45.1M
How this plan invests
This plan
36 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
93
/ 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
75
Total plan cost
100
Vendor stack
80
Participation health
100
Knocking points off
- Top holding "Self-directed brokerage accounts Various" is 69% of plan.
- No recordkeeper disclosed on Schedule C.
Helping the score
- Below-peer total fees (1 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for EYE CONSULTANTS OF ATLANTA, P.C..
Plan sponsor
Name
EYE CONSULTANTS OF ATLANTA, P.C.
EIN
58-1129515
Address
3225 CUMBERLAND BLVD SE SUITE 900 · ATLANTA, GA · 30339
Phone
(404) 351-2220
Industry
Health Care & Social Assistancesee 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
2025-10-15
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2G · Total participant-directed accounts
2J · 401(k) feature
2R · Participant-directed brokerage (SDBA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
WARREN AVERETT, LLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsOther
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NATIONWIDE | — | COLUMBUS, OH | 0 | $2K | — |
| PENSION FINANCIAL SERVICES INC. | — | DULUTH, GA | — | $2K | — |
Investments
36 direct securities· $43.1M(95% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Self-directed brokerage accounts Various | — | — | — | $29.6M | 65.6% | |
| Dbline Ttl Rtn Bd N Mutual fund | — | — | — | $1.1M | 2.4% | |
| Pionr Fdmntl Gr Y Mutual fund | — | — | — | $1.0M | 2.3% | |
| Trowepr Rtrmt 2045 Mutual fund | — | — | — | $934K | 2.1% | |
| Investments held at Nationwide Amfds Am Mut R6 Mutual fund | — | — | — | $923K | 2.0% | |
| Trowepr Blue Chip Gr Mutual fund | — | — | — | $887K | 2.0% | |
| Baird Aggregte Bd Inst Mutual fund | — | — | — | $823K | 1.8% | |
| Nw S P 500 Indx R6 Mutual fund | — | — | — | $713K | 1.6% | |
| Nw Inv Dest Mod Aggr R6 Mutual fund | — | — | — | $712K | 1.6% | |
| Trowepr Rtrmt 2050 Mutual fund | — | — | — | $616K | 1.4% | |
| Vngrd Strat Eq Inv Mutual fund | — | — | — | $576K | 1.3% | |
| Trowepr Scnc Tech Mutual fund | — | — | — | $523K | 1.2% | |
| Vngrd Divd Gr Inv Mutual fund | — | — | — | $497K | 1.1% | |
| Trowepr Rtrmt 2055 Mutual fund | — | — | — | $475K | 1.1% | |
| Metwest Ttl Rtn Bd I Mutual fund ** 282 Mfs Intl Divrs R4 Mutual fund | — | — | — | $452K | 1.0% | |
| Nw Inv Dest Mod R6 Mutual fund | — | — | — | $415K | 0.9% | |
| De Smcap Val Inst Mutual fund | — | — | — | $400K | 0.9% | |
| Fed Hrms Gov Oblgtns Prmr Mutual fund | — | — | — | $393K | 0.9% | |
| Trowepr Smcap Val Mutual fund | — | — | — | $343K | 0.8% | |
| Amfds Europacfc Gr R6 Mutual fund | — | — | — | $262K | 0.6% | |
| Trowepr Rtrmt 2030 Mutual fund | — | — | — | $230K | 0.5% | |
| Cohenstrs Realest Sec Z Mutual fund | — | — | — | $219K | 0.5% | |
| Parnassus Cor Eq Inst Mutual fund | — | — | — | $162K | 0.4% | |
| Nw Inv Dest Cnsrv R6 Mutual fund | — | — | — | $147K | 0.3% | |
| Trowepr Rtrmt 2040 Mutual fund | — | — | — | $132K | 0.3% | |
| Clvrt Eq I Mutual fund | — | — | — | $125K | 0.3% | |
| not FullyCorrected Contributions$ DECEMBER 31, 2024 PROFIT SHARING PLAN AND TRUSTPLAN NUMBER 001, EIN 58-112951549 | — | — | $549K | $96K | 0.2% | |
| Nw Infl Prtct Sec Inst Svc Mutual fund | — | — | — | $76K | 0.2% | |
| Nw Inv Dest Aggr R6 Mutual fund | — | — | — | $65K | 0.1% | |
| Pionr Strat Inc Y Mutual fund | — | — | — | $45K | <0.1% | |
| Metwest Low Dur Bd I Mutual fund | — | — | — | $34K | <0.1% | |
| Trowepr Rtrmt 2025 Mutual fund | — | — | — | $27K | <0.1% | |
| Participant Loans Varying maturities and interest rates ranging from 4.25% to 9.50% -0- | — | — | — | $26K | <0.1% | |
| Trowepr Rtrmt 2035 Mutual fund | — | — | — | $8K | <0.1% | |
| Amfds Inc Fd Am R6 Mutual fund | — | — | — | $3K | <0.1% | |
| Trowepr Rtrmt 2020 Mutual fund | — | — | — | $3K | <0.1% |