OCALA EYE, P.A. 401(k) Plan
What public Form 5500 filings show about the OCALA EYE, P.A. 401(k) plan — and how to find and check your own account.
The OCALA EYE, P.A. 401(k) on its latest Form 5500
OCALA EYE, P.A. (EIN 59-1363248) reports OCALA EYE, P.A. RESTATED PROFIT SHARING PLAN on its most recent Form 5500, with $27.8M in plan assets across 174 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 OCALA EYE, P.A. filing — schedules, fees, and providers.
Who runs the OCALA EYE, P.A. 401(k)?
The plan’s recordkeeper — the firm that runs the website and statements where you check your balance, change contributions, and manage your account — is Schwab, based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your OCALA EYE, P.A. 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): PURVIS GRAY AND LLP, WELLS FARGO BANK, PERSONAL FINANCIAL PROFILES IN, CHARLES SCHWAB & CO.
How to check your OCALA EYE, P.A. 401(k)
- Log in to Schwab’s participant portal (the site on your statements).
- Ask OCALA EYE, P.A. HR or benefits for the recordkeeper name and enrollment link.
- Left the company? Your balance stays in the plan until you roll it over — see how to find a lost 401(k).