Victoria Dolce signed Associated Ophthalmologists, Ltd.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Associated Ophthalmologists, Ltd.'s EIN is 86-0212380.
Download the official 2024 Form 5500 (PDF) for Associated Ophthalmologists, Ltd. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Associated Ophthalmologists, Ltd.'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 |
|---|---|---|---|---|---|
| SENTINEL BENEFITS GROUP, INC. | 04-3015875 | — | N/A | $19K | — |
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 | |||||
|---|---|---|---|---|---|---|
| Self-directed Brokerage Accounts Mutual funds, exchange traded funds, common stocks and interest-bearing cash and cash equivalents | Self-Directed Brokerage | — | — | $8.3M | 38.6% | |
| JP Morgan Smart Retirement 2025 Fund | Other securities | — | — | $2.9M | 13.3% | |
| JP Morgan Smart Retirement 2040 Fund | Other securities | — | — | $1.9M | 8.7% | |
| Fidelity 500 Index Institutional Fund | Common Collective Trusts | — | — | $1.6M | 7.3% | |
| Vanguard Retirement 2025 Fund | Mutual Funds | — | — | $1.2M | 5.4% | |
| Vanguard Retirement 2040 Fund | Mutual Funds | — | — | $729K | 3.4% | |
| T Rowe Price All Cap Opportunities Fund | Mutual Funds | — | — | $647K | 3.0% | |
| JP Morgan Smart Retirement 2035 Fund | Other securities | — | — | $552K | 2.6% | |
| Vanguard Retirement 2030 Fund | Mutual Funds | — | — | $422K | 2.0% | |
| JP Morgan Smart Retirement 2055 Fund | Other securities | — | — | $338K | 1.6% | |
| Fidelity Nasdaq Composite Index Fund | Common Collective Trusts | — | — | $248K | 1.2% | |
| JP Morgan Smart Retirement 2030 Fund | Other securities | — | — | $233K | 1.1% | |
| PGIM Jennison Mid Cap Growth Fund | Other securities | — | — | $226K | 1.0% | |
| MFS Intl Growth Fund R6 | Mutual Funds | — | — | $200K | 0.9% | |
| JP Morgan Smart Retirement Income Fund 97 BlackRock Equity Dividend Fund | Other securities | — | — | $187K | 0.9% | |
| JP Morgan Smart Retirement 2050 Fund | Other securities | — | — | $172K | 0.8% | |
| Metlife Great Gray CIT Fund | Common Collective Trusts | — | — | $170K | 0.8% | |
| METLIFE STABLE VALUE 25554 GREAT GRAY TRUST COMPANY · EIN 26-0142858 / PN 094 | Common Collective Trust | — | — | $170K | 0.8% | |
| Fidelity Total Bond Fund | Mutual Funds | — | — | $153K | 0.7% | |
| JP Morgan Smart Retirement 2045 Fund | Other securities | — | — | $153K | 0.7% | |
| Vanguard Retirement 2055 Fund | Mutual Funds | — | — | $152K | 0.7% | |
| American Beacon Small Cap Investors Fund | Other securities | — | — | $144K | 0.7% | |
| JP Morgan Smart Retirement 2060 Fund | Other securities | — | — | $137K | 0.6% | |
| Lord Abbett Short Duration Core Bond Fund R6 | Mutual Funds | — | — | $129K | 0.6% | |
| Loans to Participants * Plan participants Notes receivable from participants (interest rates from 4.25% to 9.50% with various maturities) | Bonds / Notes | — | — | $118K | 0.6% | |
| Fidelity Small Cap Growth Fund | Mutual Funds | — | — | $115K | 0.5% | |
| Vanguard Retirement 2035 Fund | Mutual Funds | — | — | $111K | 0.5% | |
| Fidelity Extended Market Index Fund | Common Collective Trusts | — | — | $88K | 0.4% | |
| JP Morgan Smart Retirement 2020 Fund | Other securities | — | — | $71K | 0.3% | |
| Vanguard Retirement 2050 Fund | Mutual Funds | — | — | $57K | 0.3% | |
| BlackRock Strategic Income Opportunities Fund | Other securities | — | — | $51K | 0.2% | |
| Fidelity International Index Fund | Common Collective Trusts | — | — | $45K | 0.2% | |
| John Hancock Disciplined Value Fund | Other securities | — | — | $39K | 0.2% | |
| Vanguard Retirement 2060 Fund | Mutual Funds | — | — | $34K | 0.2% | |
| PGIM Global Real Estate Fund | Other securities | — | — | $21K | <0.1% | |
| Vanguard Retirement 2045 Fund | Mutual Funds | — | — | $11K | <0.1% | |
| Segall Bryant & Hamill Plus Bond Retirement Fund | Other securities | — | — | $7K | <0.1% | |
| Cash Non-interest bearing cash | Cash / Money Market | — | — | $3K | <0.1% | |
| (1) X This form is filed for a CCT, PSA, or MTIA. | Pooled Separate Accounts | — | — | $3K | <0.1% | |
| performed pursuant to both 29 CFR 2520.103-8 and 29 CFR 2520.103-12(d). Check box (3) if pursuant to neither. | Other securities | — | $3K | $3K | <0.1% | |
| Yes No Amount a | Other securities | — | — | $3K | <0.1% |
