How big is Perez LI Ophthalmology Group's plan?

Perez LI Ophthalmology Group's plan reported $832K in assets and 7 participants for 2024.

Original filing (PDF)20250924182020NAL0008450912001

Perez LI Ophthalmology Group

Name: Perez LI Ophthalmology Group — Perez LI Ophthalmolog, Form 5500 (2024)
Creator: Perez LI Ophthalmology Group
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Perez LI Ophthalmology Group PC 401(k) Plan

401(k) retirement plan · Perez LI Ophthalmology Group's Perez LI Ophthalmology Group PC 401(k) Plan held $832K in plan assets for 7 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$832K

Net assets (EOY)

$832K

People on this filing

Ching LI signed Perez LI Ophthalmology Group's 2024 Form 5500 as plan administrator.

Ching LI — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Perez LI Ophthalmology Group's EIN is 35-1746914.

EIN 35-1746914

Plan number 003

Plan year 2024

ACK ID 20250924182020NAL0008450912001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Perez LI Ophthalmology Group from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Perez LI Ophthalmology Group's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for PEREZ LI OPHTHALMOLOGY GROUP.

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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

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (93rd percentile).

Plan sponsor

Name

PEREZ LI OPHTHALMOLOGY GROUP

EIN

all filings

Address

2905 ENTERPRISE DR · ANDERSON, IN · 46013

Phone

(765) 649-7146

Industry

Offices of Physicians· Health Care & Social Assistance

Plan administrator