April Bettencourt signed Vision Service Plan's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Vision Service Plan's EIN is 94-1632821.
Download the official 2024 Form 5500 (PDF) for Vision Service Plan from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Vision Service Plan's plan includes profit-sharing, a 401(k) feature, a self-directed brokerage window, automatic enrollment, 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 | $511K | — |
| EMPOWER FINANCIAL SERVICES, INC. | — | GREENWOOD VILLAGE, CO | OTHER | $899 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
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.
| PRUDENTIAL INVESTMENT MANAGEMENT SE |
| 13-4122960 |
| — |
| NONE |
| $2K |
| — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SAGEVIEW ADVISORY GROUP LLC | — | IRVINE, CA | INVESTMENT ADVISOR | $196K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Empower Prudential Stable Value Fund | Stable Value | — | — | $218.3M | 15.0% | |
| PRUDENTIAL CORE INTERMEDIATE BOND F PRUDENTIAL TRUST COMPANY · EIN 23-6994310 / PN 214 | Common Collective Trust | — | — | $218.3M | 15.0% | |
| BLACKROCK EQUITY INDEX FUND M BLACKROCK FUNDS - COLLECTIVE TRUSTS · EIN 20-3802168 / PN 001 | Common Collective Trust | — | — | $186.5M | 12.9% | |
| T ROWE PRICE BLUE CHIP GROWTH TRUST T. ROWE PRICE COLLECTIVE TRUSTS · EIN 80-0470272 / PN 004 | Common Collective Trust | — | — | $165.6M | 11.4% | |
| CAPITAL GROUP EUROPACIFIC GROWTH EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 000 | Pooled Separate Account | — | — | $118.2M | 8.1% | |
| Vanguard Equity Income Admiral | Mutual Funds | — | — | $116.2M | 8.0% | |
| Fidelity International Index Fund | Common Collective Trusts | — | — | $97.9M | 6.7% | |
| BLACKROCK US DEBT INDEX M BLACKROCK FUNDS - COLLECTIVE TRUSTS · EIN 45-4395752 / PN 000 | Common Collective Trust | — | — | $88.9M | 6.1% | |
| BLACKROCK TOTAL RETURN BOND FUND T BLACKROCK FUNDS - COLLECTIVE TRUSTS · EIN 47-1246942 / PN 001 | Common Collective Trust | — | — | $82.4M | 5.7% | |
| PRINCIPAL DIVERSIFIED REAL ASSET TI PRINCIPAL FINANCIAL · EIN 46-0743367 / PN 001 | Common Collective Trust | — | — | $58.1M | 4.0% | |
| MassMutual Mid Cap Growth Fund I | Other securities | — | — | $48.5M | 3.3% | |
| BLACKROCK MID CAP EQ IDX FD BLACKROCK FUNDS - COLLECTIVE TRUSTS · EIN 45-4378115 / PN 001 | Common Collective Trust | — | — | $40.0M | 2.8% | |
| Victory Sycamore Established Value Fund R | Other securities | — | — | $34.9M | 2.4% | |
| American Funds American Balanced Fund R6 | Mutual Funds | — | — | $33.0M | 2.3% | |
| PIMCO RAE US SMALL CIT CL S GREAT GRAY · EIN 88-2858456 / PN 798 | Common Collective Trust | — | — | $31.6M | 2.2% | |
| PUTNAM SMALL CAP GROWTH TRUST - CLA GREAT GRAY · EIN 86-1846156 / PN 677 | Common Collective Trust | — | — | $31.0M | 2.1% | |
| BLACKROCK RUSSELL 2000 INDEX T BLACKROCK FUNDS · EIN 91-3380069 / PN 001 | Common Collective Trust | — | — | $29.8M | 2.1% | |
| Empower Self-Directed Brokerage Accounts | Self-Directed Brokerage | — | — | $21.4M | 1.5% | |
| SA/INVESCO GLOBAL STRATEGY FUND EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 308 | Pooled Separate Account | — | — | $17.5M | 1.2% | |
| Participants Participant Loans Rates from 0.48% to 9.50% - | Bonds / Notes | — | — | $16.4M | 1.1% | |
| DAY ONE INCOMEFLEX TARGET BALANCED EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 697 | Pooled Separate Account | — | — | $8.6M | 0.6% | |
| INCOMEFLEX SELECT BALANCED FUND EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 513 | Pooled Separate Account | — | — | $4.2M | 0.3% | |
| INCOMEFLEX SELECT INCOME & EQUITY F EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 515 | Pooled Separate Account | — | — | $1.3M | <0.1% | |
| INCOMEFLEX SELECT CONSERVATIVE GROW EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 514 | Pooled Separate Account | — | — | $620K | <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 024 | Pooled Separate Account | — | — | $0 | <0.1% |
