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  2. UTAH VALLEY EYE CENTER, INC.
Sponsor portfolio

UTAH VALLEY EYE CENTER, INC.

EIN 27-5467500-medical practice-Latest filing 2024
Plans
2
Retirement
2
$12.4M assets
Welfare
0
Participants
160
1055 N 300 W, STE 204 - PROVO, UT 846043344801-602-4288LinkedIn11-50 employeesmedical practice
Plans on this EIN
2 filings
#004401k-$9.9M - 85 part#005CashBalance-$2.5M - 75 part

Retirement portfolio analytics

2 plans aggregated / $12.4M assets / 160 participants

Assets by plan

Share of aggregate retirement assets

80%top
  • PROFIT SHARING PLAN (#004)80%
  • CASH BALANCE PENSION (#005)20%
Total $12.4MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PROFIT SHARING PLAN (#004)85
  • CASH BALANCE PENSION (#005)75
Total 160Click 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#004

UTAH VALLEY EYE CENTER INC PROFIT SHARING PLAN

401k

Assets$9.9M
Participants85
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#005

UTAH VALLEY EYE CASH BALANCE PENSION PLAN

CashBalance

Assets$2.5M
Participants75
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
004UTAH VALLEY EYE CENTER INC PROFIT SHARING PLAN401k$9.9M852024
005UTAH VALLEY EYE CASH BALANCE PENSION PLANCashBalance$2.5M752024
Retirement plans
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