Back to filter
Original filing (PDF)20250711061202NAL0006058913001
ELLIOTT EYE DOCTORS & THE OPTICAL SHOPPE, P.C.
Form 5500-SF
FILING_RECEIVED
THE OPTICAL SHOPPE, P.C. PROFIT SHARING PLAN
Defined-contribution retirement plan
Active participants
13
Accounts w/ balance
17
Plan assets (EOY)
$1.6M
Net assets (EOY)
$1.6M
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 ELLIOTT EYE DOCTORS & THE OPTICAL SHOPPE, P.C..
Plan sponsor
Name
ELLIOTT EYE DOCTORS & THE OPTICAL SHOPPE, P.C.
EIN
20-8453020
Address
25 MECHANIC STREET · FOXBOROUGH, MA · 02035
Phone
(508) 543-4840
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
2025-07-11
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
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
RIO EYECARE PC
VISION SOURCE RIO 401K PLAN
$1.6M · 19 participants
BROKEA, INC. DBA PEARLE VISION MAPLE GROVE
BROKEA, INC. DBA PEARLE VISION MAPLE GROVE RETIREMENT PLAN
$1.6M · 20 participants
SOUTHERN EYE CARE ASSOCIATES LLC
SOUTHERN EYE CARE ASSOCIATES 401K PLAN
$1.6M · 11 participants
GLAVIN EYE CENTER
GLAVIN EYE CENTER 401(K) PLAN
$1.6M · 9 participants
TIGER VISION, LLC
EYE CARE SURGERY CENTER 401(K) PLAN
$1.5M · 66 participants
R. MOSTAFAVI, MD OPHTHALMOLOGIST PC
R. MOSTAFAVI, MD OPHTHALMOLOGIST, PC PROFIT SHARING PLAN
$1.5M · 10 participants
Large plans in Massachusetts
FIDELITY MANAGEMENT TRUST COMPANY
FIDELITY GROWTH COMPANY COMMINGLED POOL
$91.5B
STATE STREET GLOBAL ADVISORS TRUST COMPANY
STATE STREET S&P 500(R) INDEX NON-LENDING SERIES FUND CLASS A
$91.0B
FIDELITY MANAGEMENT TRUST COMPANY
FIDELITY CONTRAFUND COMMINGLED POOL
$59.7B
STATE STREET GLOBAL ADVISORS TRUST COMPANY
STATE STREET S&P 500(R) INDEX SECURITIES LENDING SERIES FUND CLASS I
$53.6B
GEODE CAPITAL MANAGEMENT TRUST COMPANY, LLC
SPARTAN GROUP TRUST FOR EMPLOYEE BENEFIT PLANS SPARTAN 500 INDEX POOL
$47.6B
STATE STREET GLOBAL ADVISORS TRUST COMPANY
STATE STREET S&P 500(R) INDEX SECURITIES LENDING SERIES FUND CLASS II
$46.7B
