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Original filing (PDF)20230726083452NAL0014165712001
ELLIOTT EYE DOCTORS & THE OPTICAL SHOPPE, P.C.
Form 5500-SF
FILING_RECEIVED
THE OPTICAL SHOPPE, P.C. PROFIT SHARING PLAN
Defined-contribution retirement plan
Active participants
18
Accounts w/ balance
20
Plan assets (EOY)
$1.2M
Net assets (EOY)
$1.2M
Plan health score (directional)
89
/ 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
75
Total plan cost
75
Vendor stack
100
Participation health
100
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ELLIOTT EYE DOCTORS & THE OPTICAL SHOPPE, P.C..
Plan sponsor
Name
ELLIOTT EYE DOCTORS & THE OPTICAL SHOPPE, P.C.
EIN
04-3156536
Address
25 MECHANIC STREET · FOXBOROUGH, MA · 02035
Phone
(508) 543-4840
Industry
Health Care & Social Assistancesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2022
Plan year begin
2022-01-01
Tax period
2022-12-31
Filed
2023-07-26
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
Service providers (Schedule C)
Small plans don't disclose service providersRelated plans
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