· 2022–2024 · DOL EFAST2

Trumbull Optical Associates Inc. — Trumbull Optical, Form 5500 (2025)

Original filing (PDF)20260717191909NAL0004674419001

Trumbull Optical Associates Inc.

Form 5500-SF

FILING_RECEIVED

Trumbull Optical Associates 401(k) and Profit Sharing Plan

401(k) retirement plan · Trumbull Optical Associates Inc.'s Trumbull Optical Associates 401(k) and Profit Sharing Plan held $140K in plan assets for 11 participants in 2025.

Active participants

11

Accounts w/ balance

8

Plan assets (EOY)

$140K

Net assets (EOY)

$140K

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

51

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 TRUMBULL OPTICAL ASSOCIATES INC.

Plan sponsor

Name

TRUMBULL OPTICAL ASSOCIATES INC

EIN

34-0947999all filings

Address

3018 STATE ROUTE 5 · STE C · CORTLAND, OH · 44410

Phone

(330) 979-7713

Industry

Offices of Physicians· Health Care & Social Assistance

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2025

Plan year begin

2025-01-01

Tax period

2025-12-31

Filed

2026-07-17

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)

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

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