How big is Uc2020 Optometry PC's plan?

Uc2020 Optometry PC's plan reported $225K in assets and 11 participants for 2024.

Original filing (PDF)20250702161232NAL0031928018001

Uc2020 Optometry PC

Name: Uc2020 Optometry PC — Uc2020 Optometry PC Retirement, Form 5500 (2024)
Creator: Uc2020 Optometry PC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Uc2020 Optometry PC Retirement Trust

401(k) retirement plan · Uc2020 Optometry PC's Uc2020 Optometry PC Retirement Trust held $225K in plan assets for 11 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$225K

Net assets (EOY)

$225K

People on this filing

Phuong VU signed Uc2020 Optometry PC's 2024 Form 5500 as plan administrator.

Phuong VU — 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

Uc2020 Optometry PC's EIN is 26-4414404.

EIN 26-4414404

Plan number 001

Plan year 2024

ACK ID 20250702161232NAL0031928018001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Uc2020 Optometry PC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Uc2020 Optometry PC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for UC2020 OPTOMETRY PC.

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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

Knocking points off