What public Form 5500 filings show about the NAPA Valley Optometric Group 401(k) plan — and how to find and check your own account.
NAPA Valley Optometric Group (EIN 68-0365788) reports NAPA VALLEY OPTOMETRIC GROUP 401(K) PROFIT SHARING PLAN & TRUST on its most recent Form 5500, with $669K in plan assets across 18 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 NAPA Valley Optometric Group filing — schedules, fees, and providers.
NAPA Valley Optometric Group’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 NAPA Valley Optometric GroupHR for the recordkeeper’s name and login.
