Original filing (PDF)20240628113350NAL0000353619001

DR. GEORGE D. POULOS & ASSOCIATES, INC.

Name: DR. GEORGE D. POULOS & ASSOCIATES, INC. — GREATER CLEVELAND EYE ASSOCIATES CASH BALANCE PENSION PLAN AND TRUST, Form 5500 (2023)
Creator: DR. GEORGE D. POULOS & ASSOCIATES, INC.

Form 5500-SF

FILING_RECEIVED

GREATER CLEVELAND EYE ASSOCIATES CASH BALANCE PENSION PLAN AND TRUST

Defined-benefit pension plan

Active participants

Accounts w/ balance

—

Plan assets (EOY)

Net assets (EOY)

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 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

Knocking points off

Plan is frozen (1I) — no new benefit accrual.

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
Plan health not scored — no comparable participation/contribution data.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for DR. GEORGE D. POULOS & ASSOCIATES, INC..

Plan sponsor

Name

DR. GEORGE D. POULOS & ASSOCIATES, INC.

EIN

11-3783669

Address

17090 ROYALTON RD. · STRONGSVILLE, OH · 441369316

Phone

(440) 572-4421

Industry

Health Care & Social Assistancesee all

Plan administrator