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Sponsor portfolio

INDEPENDENT VISION GROUP, LTD.

EIN 85-1571597-medical practice-Latest filing 2025
Plans
2
Retirement
2
$2.0M assets
Welfare
0
Participants
49
1608 OHM AVENUE - EAU CLAIRE, WI 54701715-449-8400inde-vision.comLinkedIn11-50 employeesmedical practice
Plans on this EIN
2 filings
#001401k-$1.2M - 39 part#002CashBalance-$776K - 10 part

Retirement portfolio analytics

2 plans aggregated / $2.0M assets / 49 participants

Assets by plan

Share of aggregate retirement assets

61%top
  • VISION GROUP 401(K) (#001)61%
  • CASH BALANCE PENSION (#002)39%
Total $2.0MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • VISION GROUP 401(K) (#001)39
  • CASH BALANCE PENSION (#002)10
Total 49Click 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#001

INDEPENDENT VISION GROUP 401(K) PLAN

401k

Assets$1.2M
Participants39
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

INDEPENDENT VISION GROUP, LTD. CASH BALANCE PENSION PLAN

CashBalance

Assets$776K
Participants10
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001INDEPENDENT VISION GROUP 401(K) PLAN401k$1.2M392025
002INDEPENDENT VISION GROUP, LTD. CASH BALANCE PENSION PLANCashBalance$776K102024
Retirement plans
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