Original filing (PDF)20250624120121NAL0017353730001

CLIFTON PARK EYE CARE OPTOMETRIC ASSOC., PLLC

Name: CLIFTON PARK EYE CARE OPTOMETRIC ASSOC., PLLC — CLIFTON PARK EYE CARE OPTOMETRIC ASSOC., PLLC 401(K) PLAN, Form 5500 (2024)
Creator: CLIFTON PARK EYE CARE OPTOMETRIC ASSOC., PLLC

Form 5500-SF

FILING_RECEIVED

CLIFTON PARK EYE CARE OPTOMETRIC ASSOC., PLLC 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.4M

Net assets (EOY)

$1.4M

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for CLIFTON PARK EYE CARE OPTOMETRIC ASSOC., PLLC.

Plan sponsor

Name

CLIFTON PARK EYE CARE OPTOMETRIC ASSOC., PLLC

EIN

27-3958871

Address

1618 ROUTE 9 · HALFMOON, NY · 120654304

Phone

(518) 371-3353

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

2025-06-24

Pension benefit codes

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

3B · Covers self-employed individuals

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Health Care & Social Assistance plans

COLORADO SPRINGS EYE CLINIC, P.C.

COLORADO SPRINGS EYE CLINIC, P.C. 401(K) PLAN

$1.4M · 11 participants

DR. JEFFREY I. MUSLER & ASSOCIATES OPTOMETRY GROUP PA

DR. JEFFREY I. MUSLER & ASSOCIATES OPTOMETRY GROUP P.A. RETIREMENT SAVINGS PLAN

$1.4M · 7 participants

EYE CENTER OF LENAWEE PC

EYE CENTER OF LENAWEE

$1.4M · 14 participants

YORK EYE ASSOCIATES, PC.

YORK EYE ASSOCIATES 401K PLAN

$1.4M · 24 participants

DRAKE EYE CENTER, INC.

DRAKE EYE CENTER, INC. 401(K) PROFIT SHARING PLAN