Back to filter
Original filing (PDF)20250224172548NAL0006670595001
KEIZER VISION SOURCE, PC
Form 5500-SF
FILING_RECEIVED
THE KEIZER VISION SOURCE, P.C. RETIREMENT PLAN
401(k) retirement plan
Active participants
9
Accounts w/ balance
13
Plan assets (EOY)
$1.5M
Net assets (EOY)
$1.5M
Plan health score (directional)
89
/ 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
100
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
100
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.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for KEIZER VISION SOURCE, PC.
Plan sponsor
Name
KEIZER VISION SOURCE, PC
EIN
20-1920976
Address
895 PLAYER DR. N · KEIZER, OR · 97303
Phone
(503) 393-6060
Industry
Health Care & Social Assistancesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-02-24
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2J · 401(k) feature
2K · 401(m) arrangement
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
Service providers (Schedule C)
Small plans don't disclose service providersRelated plans
Similar-size Health Care & Social Assistance plans
BLUE RIDGE EYE CARE ASSOCIATES, PLLC
BLUE RIDGE EYE CARE ASSOCIATES PLLC 401(K) PLAN
$1.5M · 12 participants
ADVANCED VISION CARE
ADVANCED VISION CARE 401(K) PLAN
$1.5M · 21 participants
PREMIER FOOT CARE, INC.
PREMIER FOOT CARE 401(K)
$1.5M · 8 participants
TRI-STATE VISION CENTER, INC.
TRI-STATE VISION CENTER, INC. 401(K) PLAN
$1.5M · 10 participants
MENDIOLA RUBIO
MENDIOLA RUBIO PA DBA TODAYS VISION 401(K) PROFIT SHARING PLAN
$1.5M · 6 participants
FAMILY EYE CARE, INC.
VISION SOURCE OF WORCESTER AND SPENCER 401(K) PLAN
$1.5M · 16 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