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Original filing (PDF)20251015075336NAL0004282577001
THE EYE PHYSICIANS, LLC
Form 5500
FILING_RECEIVED
THE EYE PHYSICIANS 401(K) PROFIT SHARING PLAN
401(k) retirement plan
Signals · 1
26% in single holding
Active participants
175
Accounts w/ balance
253
Plan assets (EOY)
$37.6M
Net assets (EOY)
$37.6M
How this plan invests
This plan
2 pooled trusts
Schedule D
31 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
97
/ 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
87
Total plan cost
100
Vendor stack
100
Participation health
100
Knocking points off
- Top holding "Self Directed Brokerage Account" is 26% of plan.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for THE EYE PHYSICIANS, LLC.
Plan sponsor
Name
THE EYE PHYSICIANS, LLC
EIN
84-2440535
Address
262 NEIL AVENUE - SUITE 420 · COLUMBUS, OH · 43215
Phone
(614) 221-7464
Industry
Offices of Physicians· 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
2025-10-15
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)
3B · Covers self-employed individuals
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
PW PARTNERS, LLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| JOHN HANCOCK TRUST COMPANY | 01-0233346 | — | RECORDKEEPER | $79K | — |
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | RECORDKEEPER | $3K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| THE JOSEPH GROUP LLC | — | COLUMBUS, OH | INVESTMENT ADVISOR | $9K | — |
Investments
31 direct securities · 2 pooled funds· $36.9M(98% 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
$36.6M
31 holdings
Common Collective Trust
$294K
2 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Self Directed Brokerage Account | — | — | — | $9.7M | 25.8% | |
| Fidelity 500 Index Fund | — | — | — | $7.8M | 20.7% | |
| BlackRock LP Index 2040 K | — | — | — | $2.4M | 6.3% | |
| American Funds Washington Mutual Inv Fd R6 | — | — | — | $1.7M | 4.4% | |
| BlackRock LP Index Retirement Fund | — | — | — | $1.5M | 4.0% | |
| BlackRock LP Index 2030 K | — | — | — | $1.5M | 3.9% | |
| American Funds EuroPacific Growth R6 | — | — | — | $1.2M | 3.2% | |
| AB Large Cap Growth Z | — | — | — | $1.1M | 2.9% | |
| Fidelity Emerging Markets Index Fund | — | — | — | $831K | 2.2% | |
| BlackRock LP Index 2035 K | — | — | — | $796K | 2.1% | |
| Fidelity Mid Cap Index Fund | — | — | — | $780K | 2.1% | |
| Luethold Core Investment Fund | — | — | — | $720K | 1.9% | |
| Fidelity Small Cap Index Fund | — | — | — | $626K | 1.7% | |
| Fidelity International Index Fund | — | — | — | $625K | 1.7% | |
| BlackRock LP Index 2045 K | — | — | — | $611K | 1.6% | |
| Federated Hermes Int High Yield Bd R6 | — | — | — | $587K | 1.6% | |
| BlackRock LP Index 2050 K | — | — | — | $548K | 1.5% | |
| PGIM Total Return Bond R6 | — | — | — | $546K | 1.5% | |
| American Funds Small Cap World R6 | — | — | — | $445K | 1.2% | |
| Franklin Small Cap Va Fd R6 | — | — | — | $387K | 1.0% | |
| BlackRock LP Index 2065 K | — | — | — | $372K | 1.0% | |
| Morley Stable Value | — | — | — | $314K | 0.8% | |
| BlackRock Commodity Strat K | — | — | — | $295K | 0.8% | |
| MORLEY STABLE VALUE PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 93-6274329 / PN 001 | Common Collective Trust | — | — | $294K | 0.8% | |
| Fidelity US Bond Index Fd | — | — | — | $259K | 0.7% | |
| Participant Notes Receivable | — | — | — | $259K | 0.7% | |
| BlackRock LP Index 2055 K | — | — | — | $252K | 0.7% | |
| American Century Global Real Estate Fund | — | — | — | $239K | 0.6% | |
| Fidelity Inflation Protected Bond Index Fund | — | — | — | $234K | 0.6% | |
| JP Morgan Small Cap Growth R6 | — | — | — | $82K | 0.2% | |
| BlackRock LP Index 2060 K | — | — | — | $11K | <0.1% | |
| Principal Guaranteed Option | — | — | — | $10K | <0.1% | |
| MORLEY STABLE VALUE JOHN HANCOCK TRUST COMPANY LLC · EIN 01-0233346 / PN 000 | Common Collective Trust | — | — | $0 | <0.1% |
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