How big is Vision Insight Optometry's plan?

Vision Insight Optometry's plan reported $2.4M in assets and 25 participants for 2024.

Original filing (PDF)20250815130252NAL0024190322001

Vision Insight Optometry

Name: Vision Insight Optometry — Vision Insight Optometry, Form 5500 (2024)
Creator: Vision Insight Optometry
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Vision Insight Optometry 401(k) Plan & Trust

401(k) retirement plan · Vision Insight Optometry's Vision Insight Optometry 401(k) Plan & Trust held $2.4M in plan assets for 25 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.4M

Net assets (EOY)

$2.4M

People on this filing

Linda PHAN signed Vision Insight Optometry's 2024 Form 5500 as plan administrator.

Linda PHAN — 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

Vision Insight Optometry's EIN is 20-0710676.

EIN 20-0710676

Plan number 001

Plan year 2024

ACK ID 20250815130252NAL0024190322001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Vision Insight Optometry from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Vision Insight Optometry's 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 VISION INSIGHT OPTOMETRY.

Finding similar companies…

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