Original filing (PDF)20251015191212NAL0007252640001

CLAREMONT OPTOMETRY

Name: CLAREMONT OPTOMETRY — CLAREMONT OPTOMETRY 401K PLAN, Form 5500 (2024)
Creator: CLAREMONT OPTOMETRY

Form 5500-SF

FILING_RECEIVED

CLAREMONT OPTOMETRY 401K PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$364K

Net assets (EOY)

$364K

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

Cost not scored — no comparable Schedule H expense data for this cohort.

Decision-maker contacts

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

Plan sponsor

Name

CLAREMONT OPTOMETRY

EIN

27-2401973

Address

695 W FOOTHILL BLVD · CLAREMONT, CA · 91711

Phone

(909) 625-7861

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

2025-10-15

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

3H · Sponsor in controlled / affiliated group

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Health Care & Social Assistance plans

TRIAD EYE CENTER, O.D., P.A.

TRIAD EYE CENTER, O.D., P.A. 401(K) PLAN

$364K · 9 participants

PMV OPTOMETRY, PA DBA VITA EYE CLINIC

PMV OPTOMETRY CASH BALANCE PLAN

$364K · 10 participants

EID VISION INC

EID VISION 401(K) PLAN

$363K · 6 participants

4S OPTOMETRIC GROUP

4S EYECARE AND OPTOMETRY 401(K) PROFIT SHARING PLAN & TRUST

$363K · 12 participants

TASHA J. JONES, ODPC

DR. TASHA J. JONES, ODPC 401(K) PROFIT SHARING PLAN