Aeg Vision 401(K) Plan — Form 5500 plan (Acuity Eyecare Holdings, LLC)

Plain-English plan 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, Aeg Vision 401(K) Plan is a benefit plan reported by Acuity Eyecare Holdings, LLC under EIN 35-2582309 and plan number 001. The latest loaded filing year is 2023. The filing reports 3,065 participants and $71,416,190 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Acuity Eyecare Holdings, LLC
EIN
35-2582309
Plan number
001
Plan type
2
Location
Dallas, TX
Latest filing year
2023
Participants
3,065
End-of-year plan assets
$71,416,190

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20233,065H, C20240724132445NAL0008186787001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$71,416,190
Total liabilities (EOY)
$0
Net assets (EOY)
$71,416,190
Net assets (BOY)
$45,884,596

Income & contributions

Employer contributions
$5,333,438
Participant contributions
$11,873,078
Total contributions
$21,991,111
Total income / additions
$31,609,287

Expenses & distributions

Benefits paid
$5,810,683
Administrative expenses
$260,771
Total expenses
$6,077,693
Net increase / (decrease)
$25,531,594

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Fidelity Investments InstitutionalRECORDKEEPER$167,355$02023
Creative Planning LLCADVISOR$93,416not reported in the loaded dataset2023

Related Form 5500 pages