The Eye Physicians, LLC's EIN is 84-2440535.
Download the official 2024 Form 5500 (PDF) for The Eye Physicians, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)The Eye Physicians, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| JOHN HANCOCK TRUST COMPANY | 01-0233346 | — | RECORDKEEPER | $79K | — |
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | RECORDKEEPER | $3K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| THE JOSEPH GROUP LLC | — |
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.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Self Directed Brokerage Account | Self-Directed Brokerage | — | — | $9.7M | 25.8% | |
| Fidelity 500 Index Fund | Common Collective Trusts | — | — | $7.8M | 20.7% | |
| BlackRock LP Index 2040 K | Other securities | — | — | $2.4M | 6.3% | |
| American Funds Washington Mutual Inv Fd R6 | Mutual Funds | — | — | $1.7M | 4.4% | |
| BlackRock LP Index Retirement Fund | Other securities | — | — | $1.5M | 4.0% | |
| BlackRock LP Index 2030 K | Other securities | — | — | $1.5M | 3.9% | |
| American Funds EuroPacific Growth R6 | Mutual Funds | — | — | $1.2M | 3.2% | |
| AB Large Cap Growth Z | Other securities | — | — | $1.1M | 2.9% | |
| Fidelity Emerging Markets Index Fund | Common Collective Trusts | — | — | $831K | 2.2% | |
| BlackRock LP Index 2035 K | Other securities | — | — | $796K | 2.1% | |
| Fidelity Mid Cap Index Fund | Common Collective Trusts | — | — | $780K | 2.1% | |
| Luethold Core Investment Fund | Other securities | — | — | $720K | 1.9% | |
| Fidelity Small Cap Index Fund | Common Collective Trusts | — | — | $626K | 1.7% | |
| Fidelity International Index Fund | Common Collective Trusts | — | — | $625K | 1.7% | |
| BlackRock LP Index 2045 K | Other securities | — | — | $611K | 1.6% | |
| Federated Hermes Int High Yield Bd R6 | Other securities | — | — | $587K | 1.6% | |
| BlackRock LP Index 2050 K | Other securities | — | — | $548K | 1.5% | |
| PGIM Total Return Bond R6 | Other securities | — | — | $546K | 1.5% | |
| American Funds Small Cap World R6 | Mutual Funds | — | — | $445K | 1.2% | |
| Franklin Small Cap Va Fd R6 | Mutual Funds | — | — | $387K | 1.0% | |
| BlackRock LP Index 2065 K | Other securities | — | — | $372K | 1.0% | |
| Morley Stable Value | Stable Value | — | — | $314K | 0.8% | |
| BlackRock Commodity Strat K | Other securities | — | — | $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 | Mutual Funds | — | — | $259K | 0.7% | |
| Participant Notes Receivable | Other securities | — | — | $259K | 0.7% | |
| BlackRock LP Index 2055 K | Other securities | — | — | $252K | 0.7% | |
| American Century Global Real Estate Fund | Other securities | — | — | $239K | 0.6% | |
| Fidelity Inflation Protected Bond Index Fund | Common Collective Trusts | — | — | $234K | 0.6% | |
| JP Morgan Small Cap Growth R6 | Other securities | — | — | $82K | 0.2% | |
| BlackRock LP Index 2060 K | Other securities | — | — | $11K | <0.1% | |
| Principal Guaranteed Option | Other securities | — | — | $10K | <0.1% | |
| MORLEY STABLE VALUE JOHN HANCOCK TRUST COMPANY LLC · EIN 01-0233346 / PN 000 | Common Collective Trust | — | — | $0 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| COLUMBUS, OH |
| INVESTMENT ADVISOR |
| $9K |
| — |
