CONSULTING OPHTHALMOLOGISTS, P.C. 401(K) PLAN AND TRUST #20
401(k) retirement plan
Signals · 1
High average account balance
Active participants
1
Accounts w/ balance
1
Plan assets (EOY)
$253K
Net assets (EOY)
$253K
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
88
Vendor & structure
100
Helping the score
Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (98th percentile).
Decision-maker contacts
One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for CONSULTING OPHTHALMOLOGISTS, P.C..
Plan sponsor
Name
CONSULTING OPHTHALMOLOGISTS, P.C.
EIN
06-0955448
Address
499 FARMINGTON AVE., SUITE 100 · FARMINGTON, CT · 06032
Phone
(860) 678-0202
Industry
Offices of Physicians· Health Care & Social Assistancesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
021
Plan year
2024
Plan year begin
2024-03-01
Tax period
2025-02-28
Filed
2025-06-06
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2J · 401(k) feature
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
