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Original filing (PDF)20251015135714NAL0006494304001
VRF EYE SPECIALTY GROUP, PLC
Form 5500
FILING_RECEIVED
VRF EYE SPECIALTY GROUP 401(K) PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
111
Accounts w/ balance
124
Plan assets (EOY)
$7.0M
Net assets (EOY)
$7.0M
How this plan invests
This plan
37 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
98
/ 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
100
Total plan cost
100
Vendor stack
80
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
Helping the score
- Below-peer total fees (7 bps vs 52 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for VRF EYE SPECIALTY GROUP, PLC.
Plan sponsor
Name
VRF EYE SPECIALTY GROUP, PLC
EIN
62-1463001
Address
825 RIDGE LAKE BLVD. · MEMPHIS, TN · 38120
Phone
(901) 685-2200
Industry
Health Care & Social Assistancesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
006
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-15
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
PEARCE, BEVILL, LEESBURG, MOORE, PC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsOther
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| THE RETIREMENT PLAN COMPANY | 38-3712991 | — | NONE | $5K | — |
Investments
37 direct securities· $6.7M(96% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard Target Retirement 2025 | — | — | — | $1.6M | 22.3% | |
| Vanguard Target Retirement 2020 | — | — | — | $929K | 13.3% | |
| Vanguard Target Retirement 2040 | — | — | — | $598K | 8.5% | |
| Vanguard Target Retirement 2055 | — | — | — | $483K | 6.9% | |
| Vanguard Target Retirement 2060 | — | — | — | $326K | 4.6% | |
| Vanguard Target Retirement 2035 | — | — | — | $325K | 4.6% | |
| Vanguard Target Retirement 2045 | — | — | — | $302K | 4.3% | |
| Vanguard Target Retirement 2050 | — | — | — | $289K | 4.1% | |
| Vanguard Target Retirement 2030 | — | — | — | $257K | 3.7% | |
| Fidelity 500 Index | — | — | — | $234K | 3.3% | |
| Dodge and Cox Stock | — | — | — | $175K | 2.5% | |
| Vanguard Target Retirement 2065 | — | — | — | $148K | 2.1% | |
| American New Perspective | — | — | — | $145K | 2.1% | |
| Vanguard 500 Index | — | — | — | $115K | 1.6% | |
| Fidelity Large Cap Value Index | — | — | — | $104K | 1.5% | |
| Fidelity Large Cap Growth | — | — | — | $93K | 1.3% | |
| Vanguard Short Term Federal | — | — | — | $80K | 1.1% | |
| MFS Growth | — | — | — | $79K | 1.1% | |
| Fidelity International Index | — | — | — | $66K | 0.9% | |
| Vanguard Short-Term Bond Index | — | — | — | $54K | 0.8% | |
| Vanguard Intermediate Bond | — | — | — | $53K | 0.8% | |
| Dodge and Cox Income | — | — | — | $53K | 0.8% | |
| Fidelity Mid Cap Stock | — | — | — | $47K | 0.7% | |
| Vanguard Target Retirement Income | — | — | — | $44K | 0.6% | |
| Charles Schwab PCRA | — | — | — | $30K | 0.4% | |
| Vanguard Total World Stock | — | — | — | $30K | 0.4% | |
| Vanguard Small Cap Index Admiral | — | — | — | $28K | 0.4% | |
| Baird Core Plus Bond | — | — | — | $27K | 0.4% | |
| Principal Real Estate | — | — | — | $20K | 0.3% | |
| Fidelity Emerging Markets Index | — | — | — | $829 | <0.1% | |
| Fidelity Intermediate Treasmy Bond Index | — | — | — | $130 | <0.1% | |
| American Balanced Fund | — | — | — | $116 | <0.1% | |
| American New World | — | — | — | $88 | <0.1% | |
| Vanguard International Growth | — | — | — | $74 | <0.1% | |
| Dodge and Cox Global Bond | — | — | — | $74 | <0.1% | |
| Schwab Bank Trust Savings | — | — | — | $55 | <0.1% | |
| Uninvested Cash | — | — | — | $11 | <0.1% |
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