Visionpoint Eye Center, PLLC's EIN is 83-1485877.
Download the official 2024 Form 5500 (PDF) for Visionpoint Eye Center, PLLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Visionpoint Eye Center, PLLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CHARLES SCHWAB & CO., INC. | 94-1737782 | — | CUSTODIAN | $31 | — |
| CHARLES SCHWAB TRUST BANK | 82-3967259 | — | CUSTODIAN | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ALLIANCE PENSION CONSULTANTS, LLC |
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 | |||||
|---|---|---|---|---|---|---|
| Personal Choice Retirement Accounts | Self-Directed Brokerage | — | — | $10.0M | 51.2% | |
| Dodge & Cox Stock Fund | Mutual Funds | — | — | $2.5M | 12.6% | |
| Metropolitan West Total Return I * Charles Schwab Total Stock Market Index | Common Collective Trusts | — | — | $1.5M | 7.7% | |
| T Rowe Price All-Cap Opportunities Fund | Mutual Funds | — | — | $1.3M | 6.7% | |
| Vanguard Short-Term Investment-Grade Adm | Mutual Funds | — | — | $769K | 3.9% | |
| Dodge & Cox Income Fund | Mutual Funds | — | — | $702K | 3.6% | |
| Invesco Oppenheimer Discovery Y | Mutual Funds | — | — | $688K | 3.5% | |
| Vanguard Small Cap Value Index Adm | Mutual Funds | — | — | $664K | 3.4% | |
| American Funds Capital World G/I R6 | Mutual Funds | — | — | $582K | 3.0% | |
| Morley Stable Value Fund | Stable Value | — | — | $425K | 2.2% | |
| UNION BOND & TRUST COMPANY MORLEY STABLE VALUE FUND · EIN 93-6274329 / PN 001 | Common Collective Trust | — | — | $425K | 2.2% | |
| Charles Schwab Value Advantage Money Fund | Mutual Funds | — | — | $52K | 0.3% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| 36-4389114 |
| — |
| RECORDKEEPER |
| $26K |
| — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| DAVID VAUGHN INVESTMENTS, LLC | 37-1272863 | — | INVESTMENT ADVISOR | $63K | — |
