Original filing (PDF)20250718081840NAL0000640483004

Alterman MODI & Wolter Ophthalmic Physicians & Surgeons PLLC

Name: Alterman MODI & Wolter Ophthalmic Physicians & Surgeons PLLC — Form 5500 Plan 001 (2024)
Creator: Alterman MODI & Wolter Ophthalmic Physicians & Surgeons PLLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Alterman MODI & Wolter Ophthalmic Physicians & Surgeons PLLC 401(k) Profit Sharing Plan & Trust

401(k) retirement plan · Alterman MODI & Wolter Ophthalmic Physicians & Surgeons PLLC's Alterman MODI & Wolter Ophthalmic Physicians & Surgeons PLLC 401(k) Profit Sharing Plan & Trust held $14.8M in plan assets for 23 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$14.8M

Net assets (EOY)

$14.8M

Plan identifiers

Alterman MODI & Wolter Ophthalmic Physicians & Surgeons PLLC's EIN is 20-3506987.

EIN 20-3506987

Plan number 001

Plan year 2024

ACK ID 20250718081840NAL0000640483004

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Alterman MODI & Wolter Ophthalmic Physicians & Surgeons PLLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Alterman MODI & Wolter Ophthalmic Physicians & Surgeons PLLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for ALTERMAN MODI & WOLTER OPHTHALMIC PHYSICIANS & SURGEONS PLLC.

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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

Knocking points off