Mabel Machin signed Florida Eye Clinic, P.A.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Florida Eye Clinic, P.A.'s EIN is 59-1493386.
Download the official 2024 Form 5500 (PDF) for Florida Eye Clinic, P.A. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Florida Eye Clinic, P.A.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, 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 |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $30K | — |
| ADP BROKER-DEALER | 22-3319984 | — | RECORD KEEPER | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MERRILL LYNCH PIERCE FENNER & SMITH | 13-5674085 |
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| ISHARES S&P 500 INDEX K | Registered Investment Companies | — | — | $2.6M | 24.4% | |
| FIDELITY ADVISOR GROWTH OPPS A | Registered Investment Companies | — | — | $1.1M | 10.1% | |
| AMERFDS 2040 TARG DATE RET-R4 | Registered Investment Companies | — | — | $988K | 9.2% | |
| AMERFDS 2050 TARG DATE RET-R4 | Registered Investment Companies | — | — | $928K | 8.7% | |
| COLUMBIA DIV INC FD - A | Registered Investment Companies | — | — | $694K | 6.5% | |
| COL TR STABLE HQ INC ADM0 AMERIPRISE TRUST COMPANY · EIN 41-0007957 / PN 058 | Common Collective Trust | — | — | $571K | 5.3% | |
| JANUS HEND BALANCED FUND - A | Registered Investment Companies | — | — | $453K | 4.2% | |
| JANUS HENDERSON FLEX BOND A | Registered Investment Companies | — | — | $445K | 4.2% | |
| AMERFDS 2030 TARG DATE RET-R4 | Registered Investment Companies | — | — | $428K | 4.0% | |
| ISHARES RUSSELL 2000 SM CAP K | Registered Investment Companies | — | — | $397K | 3.7% | |
| ISHARES MSCI EAFE INTL INDEX K | Registered Investment Companies | — | — | $370K | 3.5% | |
| BLACKROCK INFL PROT BD PORT-A 102 REGISTERED INVESTMENT COMPANY MACQUARIE MID CAP GROWTH A | Registered Investment Companies | — | — | $297K | 2.8% | |
| VANGUARD INTL GRTH ADM | Registered Investment Companies | — | — | $287K | 2.7% | |
| AMERFDS 2020 TARG DATE RET-R4 | Registered Investment Companies | — | — | $246K | 2.3% | |
| ISHARES RUSSELL MIDCAP INDEX K | Registered Investment Companies | — | — | $235K | 2.2% | |
| ALLSPRING SPECIAL MC VAL A | Registered Investment Companies | — | — | $218K | 2.0% | |
| VOYA GNMA INCOME A | Registered Investment Companies | — | — | $112K | 1.0% | |
| TRANSAMERICA INTL EQUITY A | Registered Investment Companies | — | — | $98K | 0.9% | |
| VIRTUS KAR SMALL-CAP GROWTH A | Registered Investment Companies | — | — | $67K | 0.6% | |
| AMERFDS 2010 TARG DATE RET-R4 | Registered Investment Companies | — | — | $43K | 0.4% | |
| AMERICAN CENT SM CAP VAL - A | Registered Investment Companies | — | — | $29K | 0.3% | |
| JPMORGAN EMG MKT EQ R3 | Registered Investment Companies | — | — | $24K | 0.2% | |
| PRINHIGHYLDFD-A | Registered Investment Companies | — | — | $11K | 0.1% | |
| NEUBERGER BERMAN STRAT INC A | Registered Investment Companies | — | — | $5K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| — |
| INVESTMENT ADVISOR |
| $59 |
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