How big is Cates Optometry LLC's plan?

Cates Optometry LLC's plan reported $989K in assets and 11 participants for 2024.

Original filing (PDF)20250902151132NAL0014417377001

Cates Optometry LLC

Name: Cates Optometry LLC — Cates Optometry LLC 401(k), Form 5500 (2024)
Creator: Cates Optometry LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Cates Optometry LLC 401(k) Plan

401(k) retirement plan · Cates Optometry LLC's Cates Optometry LLC 401(k) Plan held $989K in plan assets for 11 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$989K

Net assets (EOY)

$989K

People on this filing

John T. Cates signed Cates Optometry LLC's 2024 Form 5500 as plan administrator.

John T. Cates — 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

Cates Optometry LLC's EIN is 20-1203965.

EIN 20-1203965

Plan number 001

Plan year 2024

ACK ID 20250902151132NAL0014417377001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Cates Optometry LLC's plan includes profit-sharing, a 401(k) feature, a self-directed brokerage window, ERISA 404(c) participant direction.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for CATES OPTOMETRY LLC.

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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