Thomas Eye Group, P.C.'s EIN is 58-2209517.
Download the official 2024 Form 5500 (PDF) for Thomas Eye Group, P.C. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Thomas Eye Group, P.C.'s plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a self-directed brokerage window, automatic enrollment, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| THE VANGUARD GROUP, INC. | 23-1945930 | — | NONE | $137K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GREENSPRING ADVISORS | 82-5320133 | — | NONE | $0 | — |
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.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Vanguard TARGET RETIRE 2035 | Mutual Funds | — | — | $7.5M | 17.3% | |
| Vanguard TARGET RETIRE 2030 | Mutual Funds | — | — | $4.1M | 9.6% | |
| Vanguard TARGET RETIRE 2040 | Mutual Funds | — | — | $3.2M | 7.5% | |
| Vanguard TARGET RETIRE 2045 | Mutual Funds | — | — | $3.2M | 7.4% | |
| Vanguard TARGET RETIRE 2050 | Mutual Funds | — | — | $3.1M | 7.1% | |
| Vanguard TARGET RETIRE 2025 | Mutual Funds | — | — | $2.3M | 5.3% | |
| DFA US LARGE CAP VALUE PORT I | Mutual Funds | — | — | $1.9M | 4.4% | |
| Vanguard 500 INDEX FUND· ADM | Common Collective Trusts | — | — | $1.6M | 3.7% | |
| Vanguard TOT INTL STK IND ADM | Mutual Funds | — | — | $1.5M | 3.6% | |
| Vanguard GROWTH INDEX FUND AD | Common Collective Trusts | — | — | $1.4M | 3.1% | |
| Vanguard TARGET RETIRE 2055 | Mutual Funds | — | — | $1.3M | 3.0% | |
| Vanguard TARG RETIRE 2060 | Mutual Funds | — | — | $1.2M | 2.8% | |
| DFA US SMALL CAP VAL PORT INS | Mutual Funds | — | — | $1.1M | 2.6% | |
| Vanguard TARGET RETIRE INC | Mutual Funds | — | — | $1.1M | 2.5% | |
| Vanguard TARGET RETIRE 2020 | Mutual Funds | — | — | $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 | Mutual Funds | — | — | $822K | 1.9% | |
| Vanguard MIDCAP GROWTH IDX AD | Common Collective Trusts | — | — | $739K | 1.7% | |
| DFA EMG MKT CORE EQ 2 I | Mutual Funds | — | — | $723K | 1.7% | |
| Vanguard TOTAL INTL BD IDX AD | Common Collective Trusts | — | — | $551K | 1.3% | |
| Vanguard EXPLORER ADMIN | Mutual Funds | — | — | $547K | 1.3% | |
| Charles Schwab Brokerage Account | Self-Directed Brokerage | — | — | $460K | 1.1% | |
| American Century MID CP VAL R | Other securities | — | — | $455K | 1.1% | |
| DFA REAL ESTATE SEC PORT INST | Mutual Funds | — | — | $415K | 1.0% | |
| Vanguard DIV GRTH - INV | Mutual Funds | — | — | $337K | 0.8% | |
| Vanguard TARG RETIRE 2065 | Mutual Funds | — | — | $309K | 0.7% | |
| Participant loans Interest rates range from 5.25% to 10.50% - | Bonds / Notes | — | — | $255K | 0.6% | |
| Vanguard FEDERAL MM INV | Mutual Funds | — | — | $47K | 0.1% | |
| Vanguard BAL IDX - ADM | Common Collective Trusts | — | — | $19K | <0.1% | |
| Vanguard TARG RETIRE 2070 | Mutual Funds | — | — | $3K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| POLLARD & ASSOCIATES, INC. | 52-0909772 | — | NONE | $0 | — |
