Original filing (PDF)20250806204706NAL0009256466001

MAINE OPTOMETRY, P.A.

Name: MAINE OPTOMETRY, P.A. — MAINE OPTOMETRY, P.A. 401(K) PROFIT SHARING PLAN, Form 5500 (2024)
Creator: MAINE OPTOMETRY, P.A.

Form 5500-SF

FILING_RECEIVED

MAINE OPTOMETRY, P.A. 401(K) PROFIT SHARING PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

119

Plan assets (EOY)

$6.5M

Net assets (EOY)

$6.5M

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for MAINE OPTOMETRY, P.A..

Plan sponsor

Name

MAINE OPTOMETRY, P.A.

EIN

01-0414527

Address

14 VISTA DRIVE · SUITE 303 · GORHAM, ME · 04038

Phone

(978) 697-0498

Industry

Health Care & Social Assistancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-08-06

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2S · Automatic enrollment

2T · Default investment account (QDIA)

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Health Care & Social Assistance plans

DR. ROBERT H. ZOELLNER & ASSOCIATES P.C.

DR. ROBERT H. ZOELLNER & ASSOCIATES, P.C. RETIREMENT PLAN

$6.4M · 61 participants

NORTHERN VIRGINIA DOCTORS OF OPTOMETRY PC

NORTHERN VIRGINIA DOCTORS OF OPTOMETRY PC 401(K) PROFIT SHARING PLAN

$6.6M · 83 participants

RETINA CONSULTANTS OF SOUTHERN CA,

RETINA CONSULTANTS OF SOUTHERN CALIFORNIA, INC. 401(K) PROFIT SHARING PLAN

$6.4M · 29 participants

THURBER & THURBER, DPM, PC

THURBER & THURBER, DPM, PC 401(K) PROFIT SHARING PLAN

$6.6M