Shelia Collins signed VRF Eye Specialty Group, PLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
VRF Eye Specialty Group, PLC's EIN is 62-1463001.
Download the official 2024 Form 5500 (PDF) for VRF Eye Specialty Group, PLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)VRF Eye Specialty Group, PLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, 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 RETIREMENT PLAN COMPANY | 38-3712991 | — | NONE | $5K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Vanguard Target Retirement 2025 | Mutual Funds | — | — | $1.6M | 22.3% | |
| Vanguard Target Retirement 2020 | Mutual Funds | — | — | $929K | 13.3% | |
| Vanguard Target Retirement 2040 | Mutual Funds | — | — | $598K | 8.5% | |
| Vanguard Target Retirement 2055 | Mutual Funds | — | — | $483K | 6.9% | |
| Vanguard Target Retirement 2060 | Mutual Funds | — | — | $326K | 4.6% | |
| Vanguard Target Retirement 2035 | Mutual Funds | — | — | $325K | 4.6% | |
| Vanguard Target Retirement 2045 | Mutual Funds | — | — | $302K | 4.3% | |
| Vanguard Target Retirement 2050 | Mutual Funds | — | — | $289K | 4.1% | |
| Vanguard Target Retirement 2030 | Mutual Funds | — | — | $257K | 3.7% | |
| Fidelity 500 Index | Common Collective Trusts | — | — | $234K | 3.3% | |
| Dodge and Cox Stock | Mutual Funds | — | — | $175K | 2.5% | |
| Vanguard Target Retirement 2065 | Mutual Funds | — | — | $148K | 2.1% | |
| American New Perspective | Other securities | — | — | $145K | 2.1% | |
| Vanguard 500 Index | Common Collective Trusts | — | — | $115K | 1.6% | |
| Fidelity Large Cap Value Index | Mutual Funds | — | — | $104K | 1.5% | |
| Fidelity Large Cap Growth | Mutual Funds | — | — | $93K | 1.3% | |
| Vanguard Short Term Federal | Mutual Funds | — | — | $80K | 1.1% | |
| MFS Growth | Mutual Funds | — | — | $79K | 1.1% | |
| Fidelity International Index | Mutual Funds | — | — | $66K | 0.9% | |
| Vanguard Short-Term Bond Index | Mutual Funds | — | — | $54K | 0.8% | |
| Vanguard Intermediate Bond | Mutual Funds | — | — | $53K | 0.8% | |
| Dodge and Cox Income | Mutual Funds | — | — | $53K | 0.8% | |
| Fidelity Mid Cap Stock | Mutual Funds | — | — | $47K | 0.7% | |
| Vanguard Target Retirement Income | Mutual Funds | — | — | $44K | 0.6% | |
| Charles Schwab PCRA | Self-Directed Brokerage | — | — | $30K | 0.4% | |
| Vanguard Total World Stock | Mutual Funds | — | — | $30K | 0.4% | |
| Vanguard Small Cap Index Admiral | Mutual Funds | — | — | $28K | 0.4% | |
| Baird Core Plus Bond | Other securities | — | — | $27K | 0.4% | |
| Principal Real Estate | Other securities | — | — | $20K | 0.3% | |
| Fidelity Emerging Markets Index | Mutual Funds | — | — | $829 | <0.1% | |
| Fidelity Intermediate Treasmy Bond Index | Mutual Funds | — | — | $130 | <0.1% | |
| American Balanced Fund | Other securities | — | — | $116 | <0.1% | |
| American New World | Other securities | — | — | $88 | <0.1% | |
| Vanguard International Growth | Mutual Funds | — | — | $74 | <0.1% | |
| Dodge and Cox Global Bond | Mutual Funds | — | — | $74 | <0.1% | |
| Schwab Bank Trust Savings | Mutual Funds | — | — | $55 | <0.1% | |
| Uninvested Cash | Cash / Money Market | — | — | $11 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
