Derek Radcliffe signed Pinnacle Eye Care, Inc. d/b/a Vision First's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Pinnacle Eye Care, Inc. d/b/a Vision First's EIN is 75-2993005.
Download the official 2024 Form 5500 (PDF) for Pinnacle Eye Care, Inc. d/b/a Vision First from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Pinnacle Eye Care, Inc. d/b/a Vision First'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 |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMP OF A | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $39K | — |
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $1K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|
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 | |||||
|---|---|---|---|---|---|---|
| [Assets held in common collective trust] | Other | — | — | $7.5M | 90.5% | |
| GREAT GRAY TRUST AMERI FUNDS 2045 GREAT GRAY · EIN 38-4126265 / PN 569 | Common Collective Trust | — | — | $1.4M | 17.1% | |
| GREAT GRAY TRUST AMERI FUNDS 2020 GREAT GRAY · EIN 38-4126260 / PN 564 | Common Collective Trust | — | — | $1.3M | 15.3% | |
| GREAT GRAY TRUST AMERI FUNDS 2035 GREAT GRAY · EIN 38-4126263 / PN 567 | Common Collective Trust | — | — | $1.0M | 12.5% | |
| GREAT GRAY TRUST AMERI FUNDS 2025 GREAT GRAY · EIN 38-4126261 / PN 565 | Common Collective Trust | — | — | $507K | 6.1% | |
| GREAT GRAY TRUST AMERI FUNDS 2050 GREAT GRAY · EIN 38-4126266 / PN 570 | Common Collective Trust | — | — | $479K | 5.8% | |
| GREAT GRAY TRUST AMERI FUNDS 2040 GREAT GRAY · EIN 38-4126264 / PN 568 | Common Collective Trust | — | — | $354K | 4.3% | |
| GREAT GRAY TRUST AMERI FUNDS 2030 GREAT GRAY · EIN 38-4126262 / PN 566 | Common Collective Trust | — | — | $349K | 4.2% | |
| GREAT GRAY TRUST AMERI FUNDS 2055 GREAT GRAY · EIN 38-4126267 / PN 571 | Common Collective Trust | — | — | $276K | 3.3% | |
| GREAT GRAY TRUST AMERI FUNDS 2060 GREAT GRAY · EIN 38-4126268 / PN 572 | Common Collective Trust | — | — | $178K | 2.1% | |
| GREAT GRAY TRUST AMERI FUNDS 2015 GREAT GRAY · EIN 38-4126259 / PN 563 | Common Collective Trust | — | — | $0 | <0.1% |
| MORGAN STANLEY INSURANCE SERVICES I | — | NEW YORK, NY | BROKER/ADVISER | $0 | — |
| MORGAN STANLEY SMITH BARNEY LLC | — | NEW YORK, NY | BROKER/ADVISER | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| RETIREMENT MANAGEMENT SERVICES, LLC | — | LOUISVILLE, KY | CONTACT ADMIN | $3K | — |
