Alyson Hayward signed American Vision Group LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
American Vision Group LLC's EIN is 83-2136533.
Download the official 2024 Form 5500 (PDF) for American Vision Group LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)American Vision Group LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA), automatic enrollment.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NATIONWIDE | 31-4177100 | — | RECORDKEEPER | $7K | — |
| NATIONWIDE | 31-4177100 | — | RECORDKEEPER | $6K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FINANCIAL DESIGNS WEALTH MANAGEMENT | 86-3794991 | MIAMI, FL |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| VNGRD TRGT RTRMT 2045 INV MUTUAL FUND | Other securities | — | — | $570K | 21.1% | |
| SELF DIRECTED BROKERAGE ACCOUNT MUTUAL FUND | Self-Directed Brokerage | — | — | $278K | 10.3% | |
| VNGRD TRGT RTRMT 2055 INV MUTUAL FUND | Other securities | — | — | $226K | 8.4% | |
| PIMCO INC INST MUTUAL FUND 957 VNGRD 500 INDEX FD AS MUTUAL FUND | Common Collective Trusts | — | — | $217K | 8.0% | |
| VNGRD TRGT RTRMT 2030 INV MUTUAL FUND | Other securities | — | — | $139K | 5.1% | |
| VNGRD TRGT RTRMT 2050 INV MUTUAL FUND | Other securities | — | — | $119K | 4.4% | |
| VNGRD TRGT RTRMT 2040 INV MUTUAL FUND | Other securities | — | — | $118K | 4.4% | |
| VNGRD MDCAP VAL INDX ADML MUTUAL FUND | Other securities | — | — | $118K | 4.4% | |
| VNGRD SM CAP INDX FD AS MUTUAL FUND | Other securities | — | — | $115K | 4.3% | |
| VNGRD TRGT RTRMT 2035 INV MUTUAL FUND | Other securities | — | — | $102K | 3.8% | |
| VNGRD TRGT RTRMT 2060 INV MUTUAL FUND | Other securities | — | — | $99K | 3.7% | |
| VNGRD SMCAP GR INDX ADML MUTUAL FUND | Other securities | — | — | $79K | 2.9% | |
| VNGRD REALEST INDX ADML MUTUAL FUND | Other securities | — | — | $77K | 2.8% | |
| PARTICIPANT LOANS LOW-HIGH INTEREST RATE 4.25% - 10.50% | Bonds / Notes | — | — | $61K | 2.2% | |
| VNGRD MDCAP GR INDX ADML MUTUAL FUND | Other securities | — | — | $60K | 2.2% | |
| VNGRD TRGT RTRMT 2065 INV MUTUAL FUND | Other securities | — | — | $49K | 1.8% | |
| VNGRD BAL INDX ADML MUTUAL FUND | Other securities | — | — | $31K | 1.1% | |
| VNGRD VAL INDX ADML MUTUAL FUND | Other securities | — | — | $28K | 1.0% | |
| VNGRD TTL STMKT INDX FD AS MUTUAL FUND | Other securities | — | — | $27K | 1.0% | |
| VNGRD TRGT RTRMT 2025 INV MUTUAL FUND | Other securities | — | — | $27K | 1.0% | |
| VANGUARD FED MONEY MKT FUND - INVESTR MUTUAL FUND | Mutual Funds | — | — | $26K | 1.0% | |
| VNGRD MID-CAP IDX FD AS MUTUAL FUND | Common Collective Trusts | — | — | $21K | 0.8% | |
| VNGRD SMCAP VAL INDX ADML MUTUAL FUND 410 VNGRD TRGT RTRMT 2020 INV MUTUAL FUND | Other securities | — | — | $18K | 0.7% | |
| FED HRMS GOV OBLGTNS PRMR MUTUAL FUND | Other securities | — | — | $14K | 0.5% | |
| VNGRD EMRG MKT STKINDXADML MUTUAL FUND | Other securities | — | — | $12K | 0.4% | |
| VNGRD TTL INTL BD IDX ADML MUTUAL FUND 232 VNGRD TTL INTLSTKINDX ADML MUTUAL FUND | Common Collective Trusts | — | — | $5K | 0.2% | |
| VNGRD TTL BND MKT LDX ADM MUTUAL FUND | Other securities | — | — | $2K | <0.1% | |
| VNGRD TRGT RTRMT INC MUTUAL FUND | Common Stocks | — | — | $2K | <0.1% | |
| NW FIXED SELECT OPTION FIXED ACCOUNT | Other securities | — | — | $1K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| NONE |
| $15K |
| — |
