How big is James Aversa, O.D., P.A.'s plan?

James Aversa, O.D., P.A.'s plan reported $595K in assets and 8 participants for 2024.

Original filing (PDF)20250530095027NAL0005147139001

James Aversa, O.D., P.A.

Name: James Aversa, O.D., P.A. — Heights Eye Center 401(k), Form 5500 (2024)
Creator: James Aversa, O.D., P.A.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Heights Eye Center 401(k) Plan

401(k) retirement plan · James Aversa, O.D., P.A.'s Heights Eye Center 401(k) Plan held $595K in plan assets for 8 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$595K

Net assets (EOY)

$595K

People on this filing

Wendi Newton signed James Aversa, O.D., P.A.'s 2024 Form 5500 as plan administrator.

Wendi Newton — 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

James Aversa, O.D., P.A.'s EIN is 22-2860541.

EIN 22-2860541

Plan number 001

Plan year 2024

ACK ID 20250530095027NAL0005147139001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for James Aversa, O.D., P.A. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

James Aversa, O.D., P.A.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for JAMES AVERSA, O.D., P.A..

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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

Helping the score