How big is Appleton Eye Associates' plan?

Appleton Eye Associates' plan reported $1.1M in assets and 31 participants for 2023.

Original filing (PDF)20241210145634NAL0016593904001

Appleton Eye Associates

Name: Appleton Eye Associates — Appleton Eye Associates, Form 5500 (2023)
Creator: Appleton Eye Associates
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Appleton Eye Associates RET. Savings Plan

401(k) retirement plan · Appleton Eye Associates' Appleton Eye Associates RET. Savings Plan held $1.1M in plan assets for 31 participants in 2023.

Signals · 1

Late filing · 0.8 mo

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.1M

Net assets (EOY)

$1.1M

People on this filing

Kevin Gasiorowski signed Appleton Eye Associates' 2023 Form 5500 as plan administrator.

Kevin Gasiorowski — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Appleton Eye Associates' EIN is 11-3780634.

EIN 11-3780634

Plan number 001

Plan year 2023

ACK ID 20241210145634NAL0016593904001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for Appleton Eye Associates from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

Appleton Eye Associates' plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for APPLETON EYE ASSOCIATES.

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Plan health score

Above-average plan

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

Total plan cost

n/a

Plan health

Vendor & structure

100

Knocking points off

Filed 0.8 months past the 10.5-month grace window.
Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (4th percentile).

Helping the score