Search public Form 5500 filings

13 results

Companies

companyCharles L Heaton, Mdpa
EIN: 75-1986418Location: TXPlans: 2Latest: 2023

planHeaton Eye Associates Retirement PlanFinancial statementProvider compensation2023 filing
Sponsor: Charles L Heaton, Md. PaEIN: 75-1986418Plan: 003Participants: 246Assets: $14,852,097Location: Tyler, TXLatest: 2023
planHeaton Eye Associates2023 filing
Sponsor: Charles L Heaton, MdpaEIN: 75-1986418Plan: 501Participants: 256Assets: not reported in the loaded datasetLocation: Tyler, TXLatest: 2023

providerFidelity Investments InstitutionalCompensation reported
Plans served: 10,547Reported compensation: $1,780,422,051Latest: 2023
providerPrincipal Life Insurance CompanyCompensation reported
Plans served: 6,446Reported compensation: $675,469,018Latest: 2023
providerEmpower Advisory Group, LLCCompensation reported
Plans served: 4,460Reported compensation: $125,288,992Latest: 2023
providerEmpower Annuity Insurance Company OCompensation reported
Plans served: 4,130Reported compensation: $228,686,184Latest: 2023
providerAdp, Inc.Compensation reported
Plans served: 3,928Reported compensation: $97,629,321Latest: 2023
providerStrategic Advisors, Inc.Compensation reported
Plans served: 3,218Reported compensation: $247,833,721Latest: 2023
providerEmpower Annuity Insurance CompanyCompensation reported
Plans served: 2,872Reported compensation: $186,896,527Latest: 2023
providerThe Vanguard Group, Inc.Compensation reported
Plans served: 2,549Reported compensation: $186,958,094Latest: 2023

filing2023 Form 5500 — Heaton Eye Associates Retirement Plan
Sponsor: Charles L Heaton, Md. PaEIN: 75-1986418Plan: 003Ack ID: 20241010133944NAL0020160769001
filing2023 Form 5500 — Heaton Eye Associates
Sponsor: Charles L Heaton, MdpaEIN: 75-1986418Plan: 501Ack ID: 20240716111303NAL0001491619001