Original filing (PDF)20250306084835NAL0010076577001

ASSOCIATION FOR RESEARCH IN VISION AND OPHTHALMOLOGY, INC.

Name: ASSOCIATION FOR RESEARCH IN VISION AND OPHTHALMOLOGY, INC. — ASSOCIATION FOR RESEARCH IN VISION AND OPHTHALMOLOGY DEFINED CONTRIBUTION 403(B) PLAN, Form 5500 (2024)
Creator: ASSOCIATION FOR RESEARCH IN VISION AND OPHTHALMOLOGY, INC.

Form 5500-SF

FILING_RECEIVED

ASSOCIATION FOR RESEARCH IN VISION AND OPHTHALMOLOGY DEFINED CONTRIBUTION 403(B) PLAN

403(b) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$6.8M

Net assets (EOY)

$6.8M

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 ASSOCIATION FOR RESEARCH IN VISION AND OPHTHALMOLOGY, INC..

Plan sponsor

Name

ASSOCIATION FOR RESEARCH IN VISION AND OPHTHALMOLOGY, INC.

EIN

34-0812556

Address

5515 SECURITY LN STE 500 · ROCKVILLE, MD · 208525034

Phone

(240) 221-2900

Industry

Other Services (ex. Public Admin)see 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

2025-03-06

Pension benefit codes

2L · 403(b)(1) annuity

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 Other Services (ex. Public Admin) plans

THE PLANETARY SOCIETY

THE PLANETARY SOCIETY TIAA CREF RETIREMENT PLAN

$6.8M · 27 participants

UNITED WAY OF CENTRAL INDIANA INC.

UNITED WAY OF CENTRAL INDIANA INC. RETIREMENT PLAN

$6.8M · 121 participants

PATHFINDER SERVICES, INC.

PATHFINDER SERVICES RETIREMENT PLAN

$6.8M · 448 participants

EVANGELICAL FORMOSAN CHURCH OF GENERAL ASSEMBLY

EVANGELICAL FORMOSAN CHURCH OF GENERAL ASSEMBLY EMPLOYEE RETIREMENT BENEFIT PLAN

$6.8M · 54 participants

AMERICAN FEDERATION FOR AGING