Original filing (PDF)20250705213449NAL0002439137001

HAVRE OPTOMETRIC CLINIC

Name: HAVRE OPTOMETRIC CLINIC — HAVRE OPTOMETRIC CLINIC 401K SAFE HARBOR PLAN, Form 5500 (2024)
Creator: HAVRE OPTOMETRIC CLINIC

Form 5500-SF

FILING_RECEIVED

HAVRE OPTOMETRIC CLINIC 401K SAFE HARBOR PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$305K

Net assets (EOY)

$305K

Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (92nd percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for HAVRE OPTOMETRIC CLINIC.

Plan sponsor

Name

HAVRE OPTOMETRIC CLINIC

EIN

05-1666064all filings

Address

PO BOX 551 · HAVRE, MT · 595010551

Phone

(406) 265-1231

Industry