April Bettencourt signed VSP Ventures Optometric Solutions LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
VSP Ventures Optometric Solutions LLC's EIN is 84-2383097.
Download the official 2024 Form 5500 (PDF) for VSP Ventures Optometric Solutions LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)VSP Ventures Optometric Solutions LLC's plan includes profit-sharing, 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 COMPANY O | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $7K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SAGEVIEW ADVISORY GROUP, LLC | — | IRVINE, CA | INVESTMENT MGMT | $35 | — |
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.
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| BLACKROCK EQUITY INDEX 1 GREAT GRAY · EIN 20-3802168 / PN 001 | Common Collective Trust | — | — | $232K | 12.0% | |
| Empower*** Capital Group EuroPacific Growth Fund | Common Stocks | — | — | $217K | 11.3% | |
| T ROWE PRICE BLUE CHIP GROWTH TRUST T. ROWE PRICE COLLECTIVE TRUSTS · EIN 80-0470272 / PN 004 | Common Collective Trust | — | — | $212K | 11.0% | |
| Fidelity International Index Fund | Common Collective Trusts | — | — | $180K | 9.3% | |
| Empower Annuity Insurance * Company of America Guaranteed Income Fund | Common Stocks | — | — | $176K | 9.1% | |
| PRINCIPAL DIVERSIFIED REAL ASSET TI PRINCIPAL FINANCIAL · EIN 46-0743367 / PN 001 | Common Collective Trust | — | — | $146K | 7.6% | |
| BLACKROCK TOTAL RET CL 6 WILMINGTON TRUST, N. A · EIN 82-2941483 / PN 264 | Pooled Separate Account | — | — | $146K | 7.6% | |
| Vanguard Equity Income Fund | Mutual Funds | — | — | $128K | 6.7% | |
| BLACKROCK U.S. DEBT INDEX 1 GREAT GRAY · EIN 20-3802445 / PN 010 | Common Collective Trust | — | — | $90K | 4.7% | |
| BLACKROCK TOTAL RETURN BOND CL 6 GREAT GRAY · EIN 82-2941483 / PN 264 | Common Collective Trust | — | — | $87K | 4.5% | |
| MassMutual Mid Cap Growth Fund | Other securities | — | — | $71K | 3.7% | |
| DAY ONE INCOMEFLEX TARGET BALANCED EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 697 | Pooled Separate Account | — | — | $68K | 3.5% | |
| American Funds American Balanced Fund | Mutual Funds | — | — | $65K | 3.4% | |
| BLACKROCK MID CAP EQUITY INDEX FUND GREAT GRAY · EIN 20-3802327 / PN 003 | Common Collective Trust | — | — | $63K | 3.3% | |
| BLACKROCK RUSSELL 2000 INDEX FUND R GREAT GRAY · EIN 20-3802587 / PN 004 | Common Collective Trust | — | — | $61K | 3.1% | |
| Victory Sycamore Established Value Fund | Other securities | — | — | $47K | 2.4% | |
| PIMCO RAE US SMALL CIT CL S GREAT GRAY · EIN 88-2858456 / PN 798 | Common Collective Trust | — | — | $41K | 2.1% | |
| PUTNAM SMALL CAP GROWTH TRUST - CLA GREAT GRAY · EIN 86-1846156 / PN 677 | Common Collective Trust | — | — | $40K | 2.1% | |
| Participants Participant Loans Rates from 9.00% to 9.50% - | Bonds / Notes | — | — | $8K | 0.4% | |
| SA/INVESCO GLOBAL STRATEGY FUND EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 308 | Pooled Separate Account | — | — | $2K | <0.1% | |
| SMALL CAP GROWTH / TIMESSQUARE FUND EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 132 | Pooled Separate Account | — | — | $0 | <0.1% | |
| SMALL CAP VALUE / KENNEDY CAPITAL F EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 257 | Pooled Separate Account | — | — | $0 | <0.1% |
