Original filing (PDF)20260325174518NAL0008562466001

ALI O.D. and Patel O.D., Professional Optometric Corporation

Name: ALI O.D. and Patel O.D., Professional Optometric Corporation — Form 5500 Plan 002 (2025)
Creator: ALI O.D. and Patel O.D., Professional Optometric Corporation
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

ALI O.D. and Patel O.D., Professional Optometric Corporation Cash Balance Plan

Defined-benefit pension plan · ALI O.D. and Patel O.D., Professional Optometric Corporation's ALI O.D. and Patel O.D., Professional Optometric Corporation Cash Balance Plan held $2.2M in plan assets for 11 participants in 2025.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$2.2M

Net assets (EOY)

$2.2M

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 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
Plan health not scored — no comparable participation/contribution data.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for ALI O.D. AND PATEL O.D., PROFESSIONAL OPTOMETRIC CORPORATION.

Plan sponsor

Name

ALI O.D. AND PATEL O.D., PROFESSIONAL OPTOMETRIC CORPORATION

EIN

26-3837642all filings

Address

685 VIA BANDOLERO · ARROYO GRANDE, CA · 93420

Phone

(805) 459-4819

Industry

Health Care & Social Assistance

Plan administrator