Original filing (PDF)20250416143521NAL0005138049001

VISIONWORKS OF AMERICA, INC.

Name: VISIONWORKS OF AMERICA, INC. — VISIONWORKS OF AMERICA, INC. 401(K) SAVINGS PLAN, Form 5500 (2023)
Creator: VISIONWORKS OF AMERICA, INC.

Form 5500

FILING_RECEIVED

VISIONWORKS OF AMERICA, INC. 401(K) SAVINGS PLAN

401(k) retirement plan

Signals · 3

Late filing · 5.0 moLate participant contributionsCorrective distributions issued

Active participants

5,459

Accounts w/ balance

2,696

Plan assets (EOY)

$147.4M

Net assets (EOY)

$146.6M

How this plan invests

This plan

13 collective trusts

Schedule D

Individual securities

on each trust's filing

This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.

Plan health score

/ 100

Grade D

Below-average — multiple flags

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool.

Compliance & integrity

Total plan cost

Plan health

Vendor & structure

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for VISIONWORKS OF AMERICA, INC..

Plan sponsor

Name

VISIONWORKS OF AMERICA, INC.

EIN

74-2337775

Address

19100 RIDGEWOOD PKWY · BUILDING 1, 7TH FLOOR · SAN ANTONIO, TX · 78529

Phone

(210) 524-6714

Industry

Retail Tradesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2023

Plan year begin

2023-01-01

Tax period

2023-12-31

Filed

2025-04-16

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)

3H · Sponsor in controlled / affiliated group

3D · Pre-approved plan (master / prototype / VS)

Service providers (Schedule C)

2 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
PRUDENTIAL RETIREMENT INSURANCE AND	06-1050034	—	NONE	$188K	—

Investment manager

Name	EIN	Location	Relation	Direct comp	Indirect comp
PRUDENTIAL INVESTMENT MANAGEMENT SE	13-4122960	—	NONE	$0	—

Investments

13 pooled funds· $118.0M(80% 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.

Common Collective Trust

$99.4M

8 holdings

Pooled Separate Account

$18.6M

5 holdings

			% of plan
GALLIARD STABLE RETURN FUND C SEI TRUST COMPANY · EIN 52-2250946 / PN 001	Common Collective Trust	$25.3M	17.2%
BLACKROCK EQUITYINDEX FD BLACKROCK INSTITUTIONAL TRUST COMPANY N.A. · EIN 45-4365907 / PN 001	Common Collective Trust	$22.6M	15.3%
CAPITAL GROUP EP GROWTH PRUDENTIAL RETIREMENT INS. · EIN 06-1050034 / PN 000	Pooled Separate Account	$12.4M	8.4%
BLACKROCK TOTAL RETURN BD BLACKROCK INSTITUTIONAL TRUST COMPANY N.A. · EIN 45-4378115 / PN 001	Common Collective Trust	$11.5M	7.8%
BLACKROCK US DEBT IDX FD BLACKROCK INSTITUTIONAL TRUST COMPANY N.A. · EIN 45-4395752 / PN 001	Common Collective Trust	$10.8M	7.3%
PRINCIPAL DIVS REAL AST T PRINCIPAL GLOBAL INVESTORS TRUST COMPANY · EIN 46-0743367 / PN 001	Common Collective Trust	$10.6M	7.2%
TROWE BLUE CHIP GRO T4 T. ROWE PRICE TRUST COMPANY · EIN 80-0470272 / PN 004	Common Collective Trust	$9.6M	6.5%
BLACKROCK MC EQ IDX FD BLACKROCK INSTITUTIONAL TRUST COMPANY N.A. · EIN 45-4378115 / PN 001	Common Collective Trust	$4.5M	3.1%
BLRK RUSSELL 2000 INDEX T BLACKROCK INSTITUTIONAL TRUST COMPANY N.A. · EIN 91-3380069 / PN 001	Common Collective Trust	$4.4M	3.0%
SCG TIMESSQUARE PRUDENTIAL RETIREMENT INS. · EIN 06-1050034 / PN 132	Pooled Separate Account	$2.9M	2.0%
SCV KENNEDY CAPITAL PRUDENTIAL RETIREMENT INS. · EIN 06-1050034 / PN 257	Pooled Separate Account	$2.7M	1.8%
DAY ONE IFX TRGT BAL PRUDENTIAL RETIREMENT INS. · EIN 06-1050034 / PN 697	Pooled Separate Account	$359K	0.2%
SA INVESCO GLOBAL STRAT PRUDENTIAL RETIREMENT INS. · EIN 06-1050034 / PN 308	Pooled Separate Account	$256K	0.2%