· 2022–2024 · DOL EFAST2

Chagrin Valley Optometrist — Chagrin Valley, Form 5500 (2024)

Original filing (PDF)20260330105426NAL0014256626001

Chagrin Valley Optometrist

Form 5500-SF

FILING_RECEIVED

Chagrin Valley Optometrist Chamber Benefit Arrangement Plan

Health & welfare plan · Chagrin Valley Optometrist's Chagrin Valley Optometrist Chamber Benefit Arrangement Plan held $5K in plan assets for 11 participants in 2024.

Active participants

11

Accounts w/ balance

—

Plan assets (EOY)

$5K

Net assets (EOY)

$2K

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 CHAGRIN VALLEY OPTOMETRIST.

Plan sponsor

Name

CHAGRIN VALLEY OPTOMETRIST

EIN

34-1587926all filings

Address

16706 CHILLICOTHE RD · STE 500 · CHAGRIN FALLS, OH · 44023

Phone

(440) 708-0020

Industry

Health Care & Social Assistance

Plan administrator

Name

STEPHEN MILLARD

EIN

82-5056803

City

AKRON, OH

Phone

(330) 376-5550

Plan characteristics

Plan number

502

Plan year

2024

Plan year begin

2024-09-01

Tax period

2025-08-31

Filed

2026-03-30

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

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