How big is Spunky Optometry PC.'s plan?

Spunky Optometry PC.'s plan reported $1.6M in assets and 15 participants for 2023.

Original filing (PDF)20240620071048NAL0002114994001

Spunky Optometry PC.

Name: Spunky Optometry PC. — Spunky Optometry, P.C. 401(k), Form 5500 (2023)
Creator: Spunky Optometry PC.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Spunky Optometry, P.C. 401(k) Plan

401(k) retirement plan · Spunky Optometry PC.'s Spunky Optometry, P.C. 401(k) Plan held $1.6M in plan assets for 15 participants in 2023.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.6M

Net assets (EOY)

$1.6M

People on this filing

Andrew Freilich signed Spunky Optometry PC.'s 2023 Form 5500 as plan administrator.

Andrew Freilich — 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

Spunky Optometry PC.'s EIN is 20-3904783.

EIN 20-3904783

Plan number 001

Plan year 2023

ACK ID 20240620071048NAL0002114994001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for Spunky Optometry PC. from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

Spunky Optometry PC.'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 SPUNKY OPTOMETRY PC..

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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