Original filing (PDF)20251014114044NAL0005661922001

CAROLYN LEE HELBERT-GREEN O.D., P.A

Name: CAROLYN LEE HELBERT-GREEN O.D., P.A — COLLEYVILLE VISION ASSOCIATES 401(K) PLAN, Form 5500 (2024)
Creator: CAROLYN LEE HELBERT-GREEN O.D., P.A

Form 5500-SF

FILING_RECEIVED

COLLEYVILLE VISION ASSOCIATES 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$792K

Net assets (EOY)

$792K

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 average account balance (85th percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for CAROLYN LEE HELBERT-GREEN O.D., P.A.

Plan sponsor

Name

CAROLYN LEE HELBERT-GREEN O.D., P.A

DBA

COLLEYVILLE VISION ASSOCIATES

EIN

20-0054456

Address

5205 HERITAGE AVENUE · COLLEYVILLE, TX · 76034

Phone

(817) 428-0400

Industry