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Original filing (PDF)20251002133334NAL0000836080001
VISIONPOINT EYE CENTER, PLLC
Form 5500
FILING_RECEIVED
VISIONPOINT EYE CENTER PROFIT SHARING PLAN
401(k) retirement plan
Signals · 1
52% in single holding
Active participants
139
Accounts w/ balance
171
Plan assets (EOY)
$19.6M
Net assets (EOY)
$19.6M
How this plan invests
This plan
1 pooled trust
Schedule D
11 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
86
/ 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
75
Total plan cost
65
Vendor stack
100
Participation health
100
Knocking points off
- Top holding "Personal Choice Retirement Accounts" is 52% of plan.
- 45 bps in Schedule C fees — 57% above peer band of 29 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for VISIONPOINT EYE CENTER, PLLC.
Plan sponsor
Name
VISIONPOINT EYE CENTER, PLLC
EIN
83-1485877
Address
1107 AIRPORT ROAD · BLOOMINGTON, IL · 61704
Phone
(309) 662-7700
Industry
Health Care & Social Assistancesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-02
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2R · Participant-directed brokerage (SDBA)
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
CLIFTONLARSENALLEN LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
4 rowsCustodian
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CHARLES SCHWAB & CO., INC. | 94-1737782 | — | CUSTODIAN | $31 | — |
| CHARLES SCHWAB TRUST BANK | 82-3967259 | — | CUSTODIAN | $0 | — |
Recordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ALLIANCE PENSION CONSULTANTS, LLC | 36-4389114 | — | RECORDKEEPER | $26K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| DAVID VAUGHN INVESTMENTS, LLC | 37-1272863 | — | INVESTMENT ADVISOR | $63K | — |
Investments
11 direct securities · 1 pooled fund· $19.6M(100% 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.
Uncategorized
$19.2M
11 holdings
Common Collective Trust
$425K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Personal Choice Retirement Accounts | — | — | — | $10.0M | 51.2% | |
| Dodge & Cox Stock Fund | — | — | — | $2.5M | 12.6% | |
| Metropolitan West Total Return I * Charles Schwab Total Stock Market Index | — | — | — | $1.5M | 7.7% | |
| T Rowe Price All-Cap Opportunities Fund | — | — | — | $1.3M | 6.7% | |
| Vanguard Short-Term Investment-Grade Adm | — | — | — | $769K | 3.9% | |
| Dodge & Cox Income Fund | — | — | — | $702K | 3.6% | |
| Invesco Oppenheimer Discovery Y | — | — | — | $688K | 3.5% | |
| Vanguard Small Cap Value Index Adm | — | — | — | $664K | 3.4% | |
| American Funds Capital World G/I R6 | — | — | — | $582K | 3.0% | |
| Morley Stable Value Fund | — | — | — | $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 | — | — | — | $52K | 0.3% |