How big is Optometric Partnership's plan?

Optometric Partnership's plan reported $857K in assets and 17 participants for 2024.

Original filing (PDF)20250508135404NAL0027072130001

Optometric Partnership

Name: Optometric Partnership — Vision Source 401(k) Plan, Form 5500 (2024)
Creator: Optometric Partnership
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Vision Source 401(k) Plan

401(k) retirement plan · Optometric Partnership's Vision Source 401(k) Plan held $857K in plan assets for 17 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$857K

Net assets (EOY)

$857K

Plan identifiers

Optometric Partnership's EIN is 26-3897560.

EIN 26-3897560

Plan number 001

Plan year 2024

ACK ID 20250508135404NAL0027072130001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Optometric Partnership from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Optometric Partnership's plan includes ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA), profit-sharing.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for OPTOMETRIC PARTNERSHIP.

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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