Original filing (PDF)20250729141605NAL0001389283001

SHAMROCK FAMILY EYE CARE

Name: SHAMROCK FAMILY EYE CARE — SHAMROCK FAMILY EYE CARE SOCA BENEFIT PLAN, Form 5500 (2024)
Creator: SHAMROCK FAMILY EYE CARE

Form 5500-SF

FILING_RECEIVED

SHAMROCK FAMILY EYE CARE SOCA BENEFIT PLAN

Health & welfare plan

Active participants

Accounts w/ balance

—

Plan assets (EOY)

Net assets (EOY)

Plan health score (directional)

Limited public data — directional only

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 35% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

n/a

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 SHAMROCK FAMILY EYE CARE.

Plan sponsor

Name

SHAMROCK FAMILY EYE CARE

EIN

31-1364634all filings

Address

5151 POST RD · DUBLIN, OH · 43017

Phone

(614) 323-4494

Industry

Health Care & Social Assistancesee all

Plan administrator

Name

MATT APPENZELLER

EIN

47-1277622

City

CINCINNATI, OH

Phone

(513) 452-5103

Plan characteristics

Plan number

501

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-07-29

Welfare benefit codes

4A · Health (other than dental or vision)

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

LOOKOUT EYE CARE INC.

LOOKOUT EYE CARE 401(K) PLAN

SCHROER EYE CENTER

SCHROER EYE CENTER SOCA BENEFIT PLAN

PLAINFIELD VISION CARE CENTER, INC.

PLAINFIELD VISION CARE CENTER, INC. 401(K) PROFIT SHARING PLAN

EYECARE ASSOCIATES OF SOUTHERN OREGON, P.C.

EYECARE ASSOCIATES OF S. OREGON P.C. 401(K)

V & G VISION, INC.

V & G VISION, INC. PROFIT SHARING PLAN

Researching more plans? Run a Form 5500 lookup by company name, EIN, or plan name.