What public Form 5500 filings show about the Excel Eyecare O.D., P.A. 401(k) plan — and how to find and check your own account.
Excel Eyecare O.D., P.A. (EIN 83-4671667) reports EXCEL EYECARE O.D. P.A. 401K PLAN on its most recent Form 5500, with $14K in plan assets across 5 active participants. Form 5500 is the annual report employers file with the U.S. Department of Labor for their retirement plans, and it’s public.
See the full Excel Eyecare O.D., P.A. filing — schedules, fees, and providers.
Excel Eyecare O.D., P.A.’s Form 5500 doesn’t separately disclose a recordkeeper we can confirm. The firms named on its Schedule C are service providers — which can include investment managers, trustees, and auditors, and are not necessarily the company that runs your account. To find who runs your 401(k), check your enrollment paperwork or a recent statement, or ask Excel Eyecare O.D., P.A.HR for the recordkeeper’s name and login.