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Original filing (PDF)20251015155425NAL0010490114002
EYESIGHT HOLDING CO., LLC
Form 5500
FILING_RECEIVED
EYESIGHT HOLDING CO., LLC 401(K) PLAN
401(k) retirement plan
Signals · 2
~105 bps in Sched C feesNo recordkeeper disclosed
Active participants
681
Accounts w/ balance
899
Plan assets (EOY)
$12.4M
Net assets (EOY)
$12.4M
How this plan invests
This plan
63 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
89
/ 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
100
Total plan cost
65
Vendor stack
80
Participation health
100
Knocking points off
- 105 bps in Schedule C fees — 263% above peer band of 29 bps.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for EYESIGHT HOLDING CO., LLC.
Plan sponsor
Name
EYESIGHT HOLDING CO., LLC
EIN
83-2511512
Address
3000 ALTAMESA BLVD., SUITE 300 · FT. WORTH, TX · 76133
Phone
(817) 710-7575
Industry
Management of Companies / Holdingssee 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
2025-10-15
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)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
WEAVER & TIDWELL LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
5 rowsCustodian
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NATIONWIDE | 31-4156830 | COLUMBUS, OH | CUSTODIAN/RECORDKEEPER | $55K | — |
Advisor / Consultant
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MERIT FINANCIAL ADVISORS | 45-3686413 | ALPHARETTA, GA | INVESTMENT ADVISOR | $42K | — |
| PROACCOUNT | 73-0988442 | COLUMBUS, OH | INVESTMENT ADVISOR | $5K | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PENSION SOLUTIONS INC | 73-1521434 | OKLAHOMA CITY, OK | TPA | $22K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| IRON FIDUCIARY | 99-9552241 | — | QUALIFIED 3(38) | $6K | — |
Investments
63 direct securities· $12.4M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Nationwide Nuveen Lifecycle Index 2045 Inst - | — | — | — | $1.7M | 13.6% | |
| Nationwide Nuveen Lifecycle Index 2060 Inst - | — | — | — | $1.5M | 12.5% | |
| Nationwide Nuveen Lifecycle Index 2050 Inst - | — | — | — | $1.2M | 9.9% | |
| Nationwide Nuveen Lifecycle Index 2035 Inst - | — | — | — | $1.2M | 9.7% | |
| Nationwide Nuveen Lifecycle Index 2055 Inst - | — | — | — | $1.1M | 8.8% | |
| Nationwide Nuveen Lifecycle Index 2040 Inst - | — | — | — | $895K | 7.2% | |
| Nationwide Nuveen Lifecycle Index 2030 Inst - | — | — | — | $885K | 7.1% | |
| Nationwide Nuveen Lifecycle Index 2065 Inst - | — | — | — | $791K | 6.4% | |
| Nationwide Fidelity 500 Index Fund - | — | — | — | $592K | 4.8% | |
| Nationwide Nuveen Lifecycle Index 2025 Inst - | — | — | — | $277K | 2.2% | |
| Nationwide Putnam Large Cap Growth Fund Y - | — | — | — | $251K | 2.0% | |
| Nationwide Nuveen Lifecycle Index 2020 Inst - | — | — | — | $241K | 1.9% | |
| Nationwide Nuveen Lifecycle Index 2010 Inst - | — | — | — | $156K | 1.3% | |
| Nationwide Principal Midcap Fund Class R6 - | — | — | — | $102K | 0.8% | |
| Nationwide Clearbridge Large Cap Growth Fund - | — | — | — | $97K | 0.8% | |
| Nationwide Vanguard Total Stock Market Index Fund Admiral Shares - | — | — | — | $87K | 0.7% | |
| Nationwide DFA Large Cap International Portfolio Institutional Class - | — | — | — | $79K | 0.6% | |
| Guaranteed Annuity Contract * Nationwide Fixed select contract - | — | — | — | $77K | 0.6% | |
| Nationwide Vanguard Windsor Fund Admiral Shares - | — | — | — | $62K | 0.5% | |
| Nationwide Dodge & Cox International Stock Fund - | — | — | — | $58K | 0.5% | |
| Nationwide Goldman Sachs GQG Partners International Opportunities R6 - | — | — | — | $57K | 0.5% | |
| Nationwide Fidelity International Index Fund - | — | — | — | $57K | 0.5% | |
| Nationwide Loomis All Cap Gr R6 - | — | — | — | $53K | 0.4% | |
| Nationwide Vanguard Wellesley Income Fund Admiral Shares - | — | — | — | $52K | 0.4% | |
| Nationwide Avantis US Large Cap Value Inst - | — | — | — | $50K | 0.4% | |
| Nationwide JPMorgan Large Cap Growth R6 Fund - | — | — | — | $46K | 0.4% | |
| Nationwide JPMorgan Equity Income Fund Class R5 - | — | — | — | $44K | 0.4% | |
| Nationwide Victory Sycamore Established Value Fund - | — | — | — | $43K | 0.3% | |
| Nationwide Avantis Emerging Markets Equity fund - | — | — | — | $42K | 0.3% | |
| Nationwide Vanguard Total International Bond Index Fund - | — | — | — | $39K | 0.3% | |
| Nationwide PGIM Total Return Bond Fund Class R6 - | — | — | — | $37K | 0.3% | |
| Nationwide Fidelity US Bond Index - | — | — | — | $36K | 0.3% | |
| Nationwide Fidelity Government Money Market Fund: Class K6 - | — | — | — | $32K | 0.3% | |
| Nationwide Geneva Small Cap Gr Instl Svc - | — | — | — | $32K | 0.3% | |
| Nationwide MFS Mid Cap Growth Fund Class R6 - | — | — | — | $31K | 0.2% | |
| Nationwide DFA US Large Cap Value Portfolio Institutional - 42 * Nationwide Diamond Hill Mid Cap Fund Class I - | — | — | — | $28K | 0.2% | |
| Nationwide PIMCO Commodity Real Return Strategy Fund Inst - 964 * Nationwide Principal Global Real Estate Securities Fund R6 - | — | — | — | $27K | 0.2% | |
| Nationwide Brown Advisory Sustainable Growth Fund Inst - | — | — | — | $23K | 0.2% | |
| Nationwide Blackrock High Yield Bond K - | — | — | — | $23K | 0.2% | |
| Nationwide Legal & General Commodity Strategy fund - | — | — | — | $22K | 0.2% | |
| Nationwide PIMCO Real Return Fund Inst - | — | — | — | $22K | 0.2% | |
| Nationwide Vanguard GNMA Fund Admiral Shares - | — | — | — | $15K | 0.1% | |
| Nationwide Vanguard Explorer Fund Admiral Shares - | — | — | — | $14K | 0.1% | |
| Nationwide Avantis US Small Cap Value Fund Inst - | — | — | — | $14K | 0.1% | |
| Nationwide Blackrock Strat Inc Oppr I - 548 * Nationwide BlackRock Mid-Cap Growth Equity Portfolio Institutional - | — | — | — | $14K | 0.1% | |
| Nationwide Nuveen Lifecycle Index 2015 Inst - | — | — | — | $12K | <0.1% | |
| Nationwide Artisan International Value Fund Inst - | — | — | — | $11K | <0.1% | |
| Nationwide Blackrock Total Return K - | — | — | — | $11K | <0.1% | |
| Nationwide State Street Balanced Index Fund - | — | — | — | $10K | <0.1% | |
| Nationwide AB Global Bond Fund Class Z - | — | — | — | $9K | <0.1% | |
| Nationwide BlackRock 80/20 Target Allocation Fund Class A - | — | — | — | $9K | <0.1% | |
| Nationwide Vanguard Total International Stock Index Fund - | — | — | — | $9K | <0.1% | |
| Nationwide Baird Core Plus Bond Fund Institutional - | — | — | — | $8K | <0.1% | |
| Nationwide Federated Hermes Government Obligations Fund - | — | — | — | $8K | <0.1% | |
| Nationwide Federated Hermes Short-Intermediate Total Return Inst - | — | — | — | $6K | <0.1% | |
| Nationwide Impax Sustainable Allocation Fund - 5 * Nationwide Nuveen Lifecycle Index Retirement Income Fund R6 - | — | — | — | $5K | <0.1% | |
| Nationwide AB Small Cap Growth Advisor - | — | — | — | $3K | <0.1% | |
| Nationwide Invesco EQV Asia Pacific Equity Fund Class Y - | — | — | — | $3K | <0.1% | |
| Nationwide American Funds New World R6 - | — | — | — | $3K | <0.1% | |
| Nationwide Calvert International Equity Fund Inst - | — | — | — | $3K | <0.1% | |
| Nationwide PIMCO International Bond Fund - | — | — | — | $2K | <0.1% | |
| Nationwide Columbia Large Cap Growth Inst 2 - 732 * Nationwide DFA Emerging Markets Core Equity I - | — | — | — | $2K | <0.1% | |
| Nationwide AB Global Bond Fund Class I - | — | — | — | $1K | <0.1% |
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