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Original filing (PDF)20260119093200NAL0000807843001
THOMAS EYE GROUP, P.C.
Form 5500
FILING_RECEIVED
THOMAS EYE GROUP, P.C. 401(K) PLAN
401(k) retirement plan
Signals · 2
Late filing · 2.1 moNo recordkeeper disclosed
Active participants
383
Accounts w/ balance
559
Plan assets (EOY)
$43.1M
Net assets (EOY)
$43.1M
How this plan invests
This plan
1 pooled trust
Schedule D
30 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
96
/ 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
92
Concentration risk
100
Total plan cost
100
Vendor stack
80
Participation health
100
Knocking points off
- Filed 2.1 months past the 10.5-month grace window.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for THOMAS EYE GROUP, P.C..
Plan sponsor
Name
THOMAS EYE GROUP, P.C.
EIN
58-2209517
Address
5901 A PEACHTREE DUNWOODY ROAD · SUITE 500 · ATLANTA, GA · 30328
Phone
(678) 892-2020
Industry
Health Care & Social Assistancesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2026-01-19
Pension benefit codes
2E · Profit-sharing
2J · 401(k) feature
2K · 401(m) arrangement
2F · ERISA section 404(c)
2G · Total participant-directed accounts
3D · Pre-approved plan (master / prototype / VS)
2R · Participant-directed brokerage (SDBA)
2S · Automatic enrollment
2T · Default investment account (QDIA)
3F · Sponsor used leased employees
Audit & trust (Schedule H)
Auditor
SMITH AND HOWARD
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsOther
3| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| THE VANGUARD GROUP, INC. | 23-1945930 | — | NONE | $137K | — |
| GREENSPRING ADVISORS | 82-5320133 | — | NONE | $0 | — |
| POLLARD & ASSOCIATES, INC. | 52-0909772 | — | NONE | $0 | — |
Investments
29 direct securities · 1 pooled fund· $42.1M(98% 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.
Uncategorized
$41.1M
29 holdings
Common Collective Trust
$954K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard TARGET RETIRE 2035 | — | — | — | $7.5M | 17.3% | |
| Vanguard TARGET RETIRE 2030 | — | — | — | $4.1M | 9.6% | |
| Vanguard TARGET RETIRE 2040 | — | — | — | $3.2M | 7.5% | |
| Vanguard TARGET RETIRE 2045 | — | — | — | $3.2M | 7.4% | |
| Vanguard TARGET RETIRE 2050 | — | — | — | $3.1M | 7.1% | |
| Vanguard TARGET RETIRE 2025 | — | — | — | $2.3M | 5.3% | |
| DFA US LARGE CAP VALUE PORT I | — | — | — | $1.9M | 4.4% | |
| Vanguard 500 INDEX FUND· ADM | — | — | — | $1.6M | 3.7% | |
| Vanguard TOT INTL STK IND ADM | — | — | — | $1.5M | 3.6% | |
| Vanguard GROWTH INDEX FUND AD | — | — | — | $1.4M | 3.1% | |
| Vanguard TARGET RETIRE 2055 | — | — | — | $1.3M | 3.0% | |
| Vanguard TARG RETIRE 2060 | — | — | — | $1.2M | 2.8% | |
| DFA US SMALL CAP VAL PORT INS | — | — | — | $1.1M | 2.6% | |
| Vanguard TARGET RETIRE INC | — | — | — | $1.1M | 2.5% | |
| Vanguard TARGET RETIRE 2020 | — | — | — | $965K | 2.2% | |
| VFTC RETIREMENT SAVINGS TRUST III VANGUARD FIDUCIARY TRUST COMPANY · EIN 38-7041744 / PN 024 | Common Collective Trust | — | — | $954K | 2.2% | |
| Vanguard INTERMEDIATE TERM BO | — | — | — | $822K | 1.9% | |
| Vanguard MIDCAP GROWTH IDX AD | — | — | — | $739K | 1.7% | |
| DFA EMG MKT CORE EQ 2 I | — | — | — | $723K | 1.7% | |
| Vanguard TOTAL INTL BD IDX AD | — | — | — | $551K | 1.3% | |
| Vanguard EXPLORER ADMIN | — | — | — | $547K | 1.3% | |
| Charles Schwab Brokerage Account | — | — | — | $460K | 1.1% | |
| American Century MID CP VAL R | — | — | — | $455K | 1.1% | |
| DFA REAL ESTATE SEC PORT INST | — | — | — | $415K | 1.0% | |
| Vanguard DIV GRTH - INV | — | — | — | $337K | 0.8% | |
| Vanguard TARG RETIRE 2065 | — | — | — | $309K | 0.7% | |
| Participant loans Interest rates range from 5.25% to 10.50% - | — | — | — | $255K | 0.6% | |
| Vanguard FEDERAL MM INV | — | — | — | $47K | 0.1% | |
| Vanguard BAL IDX - ADM | — | — | — | $19K | <0.1% | |
| Vanguard TARG RETIRE 2070 | — | — | — | $3K | <0.1% |
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