2023 Form 5500 filing — American Optical Corporation Retirement Plan
Plain-English filing summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240904134411NAL0019780625001) for American Optical Corporation Retirement Plan, reported by Vista Capital LLC under EIN 51-0529512 and plan number 004. It reports 1,124 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240904134411NAL0019780625001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Vista Capital LLC
- EIN
- 51-0529512
- Plan number
- 004
- Location
- Greenwich, CT
- Participants
- 1,124
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $24,299,870
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $24,299,870
- Employer contributions
- $405,800
- Total income / additions
- $2,968,943
- Benefits paid
- $3,541,713
- Administrative expenses
- $622,709
- Total expenses
- $4,164,422
- Net increase / (decrease)
- -$1,195,479
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Usi Consulting Group | NONE | $76,883 | not reported in the loaded dataset |
| Principal Custody Solutions | NONE | $62,949 | not reported in the loaded dataset |
| Fiducient Advisors LLC | NONE | $40,074 | not reported in the loaded dataset |
| Sun Life Capital Management | NONE | $23,656 | not reported in the loaded dataset |
| Clifton Larson Allen Llp | NONE | $13,440 | not reported in the loaded dataset |