Original filing (PDF)20250814144317NAL0009204611001

DRS. SAVOY, SIEGEL & DESAI OPTOMETRISTS

Name: DRS. SAVOY, SIEGEL & DESAI OPTOMETRISTS — DRS. SAVOY, SIEGEL & DESAI OPTOMETRISTS 401(K) PLAN, Form 5500 (2024)
Creator: DRS. SAVOY, SIEGEL & DESAI OPTOMETRISTS

Form 5500-SF

FILING_RECEIVED

DRS. SAVOY, SIEGEL & DESAI OPTOMETRISTS 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.6M

Net assets (EOY)

$2.6M

Plan health score (directional)

/ 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

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for DRS. SAVOY, SIEGEL & DESAI OPTOMETRISTS.

Plan sponsor

Name

DRS. SAVOY, SIEGEL & DESAI OPTOMETRISTS

EIN

22-2717657

Address

127 NEWARK AVENUE · JERSEY CITY, NJ · 07302

Phone

(201) 333-2768

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

2025-08-14

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2J · 401(k) feature

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 providers

Related plans

Similar-size Health Care & Social Assistance plans

SCOTCH PLAINS EYE CARE CENTER

SCOTCH PLAINS EYE CARE CENTER PROFIT SHARING PLAN

$2.6M · 16 participants

WICHITA FAMILY VISION CLINIC, P.A.

WICHITA FAMILY VISION CLINIC, P.A. 401(K) PLAN

$2.6M · 21 participants

EYE Q OPTOMETRIST P.C.

EYE Q OPTOMETRIST PC PROFIT SHARING PLAN

$2.6M · 15 participants

FAMILY EYECARE CENTER, P.C.

FAMILY EYECARE CENTER, P.C. 401(K) PLAN

$2.6M · 13 participants

PATIENTS FIRST MEDICAL MANAGEMENT GROUP, INC.

PATIENTS FIRST MEDICAL MANAGEMENT GROUP, INC. PENSION PLAN