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Sponsor portfolio

MARSHALLTON VISION, P.C. D/B/A EYECARE ASSOCIATES

EIN 20-4106052-Health Care and Social Assistance-Latest filing 2025
Plans
2
Retirement
2
$4.9M assets
Welfare
0
Participants
47
501 EAST MAIN STREET - MARSHALLTOWN, IA 50158641-752-1511
Plans on this EIN
2 filings
#002TraditionalDB-$2.5M - 22 part#001401k-$2.4M - 25 part

Retirement portfolio analytics

2 plans aggregated / $4.9M assets / 47 participants

Assets by plan

Share of aggregate retirement assets

51%top
  • DEFINED BENEFIT PENSION (#002)51%
  • PLAN AND TRUST (#001)49%
Total $4.9MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PLAN AND TRUST (#001)25
  • DEFINED BENEFIT PENSION (#002)22
Total 47Click row to drill in

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#002

MARSHALLTOWN VISION, P.C. D/B/A EYECARE ASSOCIATES EMPLOYEES DEFINED BENEFIT PENSION PLAN

TraditionalDB

Assets$2.5M
Participants22
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

MARSHALLTOWN VISION, P.C. D/B/A EYECARE ASSOCIATES PROFIT SHARING 401(K) PLAN AND TRUST

401k

Assets$2.4M
Participants25
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002MARSHALLTOWN VISION, P.C. D/B/A EYECARE ASSOCIATES EMPLOYEES DEFINED BENEFIT PENSION PLANTraditionalDB$2.5M222024
001MARSHALLTOWN VISION, P.C. D/B/A EYECARE ASSOCIATES PROFIT SHARING 401(K) PLAN AND TRUST401k$2.4M252025
Retirement plans
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