Original filing (PDF)20241029144554NAL0002812755001

FLORIDA EYE HEALTH SERVICES, LLC

Name: FLORIDA EYE HEALTH SERVICES, LLC — FLORIDA EYE HEALTH SERVICES, LLC 401(K) RETIREMENT PLAN, Form 5500 (2023)
Creator: FLORIDA EYE HEALTH SERVICES, LLC

Form 5500

FILING_RECEIVED

FLORIDA EYE HEALTH SERVICES, LLC 401(K) RETIREMENT PLAN

401(k) retirement plan

Active participants

393

Accounts w/ balance

742

Plan assets (EOY)

$13.8M

Net assets (EOY)

$13.8M

How this plan invests

This plan

1 collective trust

Schedule D

Individual securities

on each trust's filing

This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.

Plan health score (directional)

/ 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

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for FLORIDA EYE HEALTH SERVICES, LLC.

Plan sponsor

Name

FLORIDA EYE HEALTH SERVICES, LLC

EIN

84-4387020

Address

6091 SOUTHPOINTE BLVD. · FORT MYERS, FL · 33919

Phone

(239) 466-2020

Industry

Offices of Physicians· Health Care & Social Assistancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2023

Plan year begin

2023-01-01

Tax period

2023-12-31

Filed

2024-10-29

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2S · Automatic enrollment

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Service providers (Schedule C)

3 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
EMPOWER ANNUITY INS. CO. OF AMERICA	—	GREENWOOD VILLAGE, CO	RECORDKEEPER	$6K	—

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
MERRILL LYNCH PIERCE FENNER SMITH	—	PENNINGTON, NJ	INVESTMENT ADVISORY	$35K	—

TPA / Administrator

Name	EIN	Location

Investments

1 pooled fund· $13.1M(94% of reported assets)

Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.

Investment	Type	Current value	% of plan
SEPARATE ACCOUNT 401 TALCOTT RESOLUTION LIFE INSURANCE COMPANY · EIN 06-0974148 / PN 000	Pooled Separate Account	$13.1M	94.5%

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