Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
EXCEL EYE CENTER
EIN 87-0283576medical practiceLatest filing 2024
Plans
2
Retirement
2
$20.7M assets
Welfare
0
Participants
202
1735 NORTH STATE STREET - PROVO, UT 84604801-374-1818exceleyecenter.comLinkedIn51-200 employeesmedical practice
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $20.7M assets / 202 participantsParticipants by plan
Active + retired + deferred vested
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
EXCEL EYE CENTER RETIREMENT PLAN
401k
Assets$17.0M
Participants109
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003
EXCEL EYE CENTER CASH BALANCE PLAN #2
CashBalance
Assets$3.8M
Participants93
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | EXCEL EYE CENTER RETIREMENT PLAN | 401k | $17.0M | 109 | 2024 | |
| 003 | EXCEL EYE CENTER CASH BALANCE PLAN #2 | CashBalance | $3.8M | 93 | 2024 |
Retirement plans