How big is Carl Zeiss Vision Inc.'s plan?

Carl Zeiss Vision Inc.'s plan reported $70.0M in assets and 783 participants for 2024.

Original filing (PDF)20251013130050NAL0002014864001

Carl Zeiss Vision Inc.

Name: Carl Zeiss Vision Inc. — Carl Zeiss Vision Inc., Form 5500 (2024)
Creator: Carl Zeiss Vision Inc.
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Carl Zeiss Vision Inc. 401(k) Plan

401(k) retirement plan · Carl Zeiss Vision Inc.'s Carl Zeiss Vision Inc. 401(k) Plan held $70.0M in plan assets for 783 participants in 2024, with Fidelity as recordkeeper.

Signals · 2

Late participant contributionsSelf-directed brokerage offered

Active participants

783

Accounts w/ balance

649

Plan assets (EOY)

$70.0M

Net assets (EOY)

$70.0M

People on this filing

Rodrigo DO VALE signed Carl Zeiss Vision Inc.'s 2024 Form 5500 as plan administrator.

Rodrigo DO VALE — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Carl Zeiss Vision Inc.'s EIN is 94-3189941.

EIN 94-3189941

Plan number 012

Plan year 2024

ACK ID 20251013130050NAL0002014864001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Carl Zeiss Vision Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Carl Zeiss Vision Inc.'s plan includes a 401(k) feature, a default investment (QDIA), profit-sharing, ERISA 404(c) participant direction, a self-directed brokerage window.

Decision-maker contacts

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How this plan invests

This plan

30 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score

Above-average plan

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool.

Compliance & integrity

Total plan cost

Plan health

Vendor & structure

100

Knocking points off

Delinquent participant contributions reported (Schedule H 4a) — 941K (20% of contributions).
Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (10th percentile).

Plan sponsor

Name

CARL ZEISS VISION INC.

EIN

all filings

Address

1040 WORLDWIDE BOULEVARD · HEBRON, KY · 41048

Phone

(858) 790-7700

Industry

Manufacturing

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

012

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-13

Pension benefit codes

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

2E · Profit-sharing

3H · Sponsor in controlled / affiliated group

2F · ERISA section 404(c)

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

Service providers (Schedule C)

2 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
FIDELITY INVESTMENTS INSTITUTIONAL	04-2647786	—	RECORDKEEPER	$66K	—

Other service providers

Name	EIN	Location	Relation	Direct comp	Indirect comp
SAGEVIEW ADVISORY GROUP	33-0818667	—	PLAN SPONSOR	$46K	—

Investments

30 direct securities· $70.0M(100% of reported assets)

Mutual Funds

$37.8M

23 holdings

Other securities

$17.9M

3 holdings

Common Collective Trusts

$11.8M

2 holdings

Self-Directed Brokerage

$1.8M

1 holding

Participant loans

$710K

1 holding

					% of plan
JPMorgan Large Cap Growth Fund Class I Mutual Fund	Other securities	—	—	$12.6M	17.9%
Vanguard Institutional Index Fund Institutional Shares Mutual Fund	Common Collective Trusts	—	—	$10.0M	14.2%
Vanguard Target Retirement 2040 Mutual Fund	Mutual Funds	—	—	$5.3M	7.6%
American Beacon Large Cap Value Fund Mutual Fund	Other securities	—	—	$5.3M	7.5%
Vanguard Cash Reserves Federal MM Fund Money Market Fund	Mutual Funds	—	—	$4.7M	6.8%
Vanguard Target Retirement 2035 Mutual Fund	Mutual Funds	—	—	$4.4M	6.2%
DFA US Small Cap Portfolio Institutional Class Mutual Fund	Mutual Funds	—	—	$4.1M	5.9%
Vanguard Target Retirement 2045 Mutual Fund	Mutual Funds	—	—	$3.7M	5.3%
Vanguard Target Retirement 2030 Mutual Fund	Mutual Funds	—	—	$3.0M	4.3%
Vanguard Target Retirement 2050 Mutual Fund	Mutual Funds	—	—	$2.4M	3.5%
Dodge & Cox Income Fund Class I Mutual Fund	Mutual Funds	—	—	$2.0M	2.8%
Vanguard Target Retirement 2025 Mutual Fund	Mutual Funds	—	—	$1.9M	2.7%
Vanguard Mid-Cap Index Fund Admiral Shares Mutual Fund	Common Collective Trusts	—	—	$1.8M	2.6%
Self-directed brokerage accounts Various	Self-Directed Brokerage	—	—	$1.8M	2.6%
Vanguard Target Retirement 2055 Mutual Fund	Mutual Funds	—	—	$1.2M	1.8%
Vanguard Total International Stock Index Mutual Fund	Mutual Funds	—	—	$1.2M	1.7%
Fidelity US Sustainability Index Mutual Fund	Mutual Funds	—	—	$1.0M	1.5%
Participant Loans through May 2036	Participant loans	—	—	$710K	1.0%
Vanguard Target Retirement 2060 Mutual Fund	Mutual Funds	—	—	$554K	0.8%
Vanguard International Growth Admiral Mutual Fund	Mutual Funds	—	—	$400K	0.6%
Vanguard Target Retirement 2020 Mutual Fund	Mutual Funds	—	—	$354K	0.5%
DFA International Value Portfolio Institutional Class Mutual Fund	Mutual Funds	—	—	$320K	0.5%
Fidelity Strategic Income Fund Mutual Fund	Mutual Funds	—	—	$297K	0.4%
Vanguard Selected Value Fund Investor Shares Mutual Fund	Mutual Funds	—	—	$226K	0.3%
DFA Emerging Markets Mutual Fund	Mutual Funds	—	—	$201K	0.3%
Vanguard Target Retirement Income Fund Mutual Fund	Mutual Funds	—	—	$166K	0.2%
Vanguard Target Retirement 2065 Mutual Fund	Mutual Funds	—	—	$116K	0.2%
Calvert International Responsible Indx Mutual Fund	Other securities	—	—	$85K	0.1%
DFA International Small Company Portfolio Institutional Class Mutual Fund	Mutual Funds	—	—	$84K	0.1%
PIMCO All Asset All Authority Fund Institutional Class Mutual Fund	Mutual Funds	—	—	$26K	<0.1%