· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
COMMUNITY VISION, INC — COMMUNITY VISION, INC. 401(K) PLAN, Form 5500 (2023) | Form 5500 Search
Back to filter
Original filing (PDF)
20250415155624NAL0001619427001
COMMUNITY VISION, INC
Form 5500-SF
FILING_RECEIVED
COMMUNITY VISION, INC. 401(K) PLAN
401(k) retirement plan
Active participants
109
Accounts w/ balance
136
Plan assets (EOY)
$1.9M
Net assets (EOY)
$1.9M
Plan health score (directional)
86
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
90
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
COMMUNITY VISION, INC
.
Find decision makers
Plan sponsor
Name
COMMUNITY VISION, INC
EIN
20-1288169
Address
2475 SE LADD AVENUE, SUITE 240 · PORTLAND, OR · 97214
Phone
(503) 292-4964
Industry
Outpatient Care Centers
· Health Care & Social Assistance
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
003
Plan year
2023
Plan year begin
2023-07-01
Tax period
2024-06-30
Filed
2025-04-15
Pension benefit codes
2A · Age/service weighted or new comparability
2S · Automatic enrollment
2E · Profit-sharing
3D · Pre-approved plan (master / prototype / VS)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2F · ERISA section 404(c)
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size Outpatient Care Centers plans
CLEVELAND RAPE CRISIS CENTER
CLEVELAND RAPE CRISIS CENTER 403(B) PLAN
$1.9M · 65 participants
URGENT CARE PHYSICIANS OF NJ, LLC
URGENT CARE PHYSICIANS OF NJ 401(K) PLAN
$1.9M · 76 participants
COLUMBIA DENTAL, P.C.
COLUMBIA DENTAL 401(K) PLAN
$1.9M · 83 participants
DERMATOLOGY SURGERY CENTER
DERMATOLOGY SURGERY CENTER 401K PLAN
$1.9M · 5 participants
FAMILY NURTURING CENTER OF KENTUCKY, INC.
FAMILY NURTURING CENTER 401(K) PLAN
100
Knocking points off
No IQPA named; plan is in the 80-120 transition zone — may be filing as small.
Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.
2T · Default investment account (QDIA)
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
$1.9M · 54 participants
DAVIDIAN AND ASSOCIATES, PA
DAVIDIAN AND ASSOCIATES 401(K) PLAN
$1.9M · 6 participants
Large plans in Oregon
STANDARD INSURANCE COMPANY
SEPARATE ACCOUNT A
$12.5B
PRINCIPAL GLOBAL INVESTORS TRUST COMPANY
DIVERSIFIED INTERNATIONAL EQUITY FUND
$12.1B
PRINCIPAL GLOBAL INVESTORS TRUST COMPANY
MORLEY STABLE VALUE FUND
$11.1B
PRINCIPAL GLOBAL INVESTORS TRUST COMPANY
PRINCIPAL LIFETIME HYBRID 2030 CIT
$10.9B
PRINCIPAL GLOBAL INVESTORS TRUST COMPANY
PRINCIPAL LIFETIME HYBRID 2040 CIT
$10.4B
PRINCIPAL GLOBAL INVESTORS TRUST COMPANY
PRINCIPAL LIFETIME HYBRID 2035 CIT
$8.6B
