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  2. Excel Eye Center
  • Retirement analytics
  • Plan summaries
  • Retirement plans

Filings through Oct 24, 2026.

Excel Eye Center

EIN 87-0283576-medical practice-Latest filing 2025
Plans
2
Retirement
2
$22.9M assets
Health & Benefits
0
Participants
223
1735 NORTH STATE STREET - PROVO, UT 84604801-374-1818exceleyecenter.comLinkedIn51-200 employeesmedical practice
Plans on this EIN
2 filings
#001401(k)-$17.8M - 112 part#003Cash balance-$5.1M - 111 part

Retirement portfolio analytics

2 plans aggregated / $22.9M assets / 223 participants

Assets by plan

Share of aggregate retirement assets

  • CENTER RETIREMENT PLAN (#001)$17.8M
  • BALANCE PLAN #2 (#003)$5.1M
Total $22.9MSelect a row to open it

Participants by plan

Active + retired + deferred vested

  • CENTER RETIREMENT PLAN (#001)112
  • BALANCE PLAN #2 (#003)111
Total 223Select a row to open it

Plan summaries

Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.

Retirement#001

EXCEL EYE CENTER RETIREMENT PLAN

401(k)

Assets$17.8M
Participants112
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#003

EXCEL EYE CENTER CASH BALANCE PLAN #2

Cash balance

Assets$5.1M
Participants111
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan

Retirement plans

2 plans on this EIN

PlanNameTypeAssetsParticipantsLatest year
#001EXCEL EYE CENTER RETIREMENT PLAN401(k)$17.8M1122025
#003EXCEL EYE CENTER CASH BALANCE PLAN #2Cash balance$5.1M1112025
  • EXCEL EYE CENTER RETIREMENT PLAN$17.8M
    #001 · 401(k) · 2025112
  • EXCEL EYE CENTER CASH BALANCE PLAN #2$5.1M
    #003 · Cash balance · 2025111
Retirement plans

On this page

  1. Retirement analytics
  2. Plan summaries
  3. Retirement plans
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