How big is Associated Ophthalmologists, SC's plan?

Associated Ophthalmologists, SC's plan reported $7.7M in assets and 16 participants for 2024.

Original filing (PDF)20251015133010NAL0009478002007

Associated Ophthalmologists, SC

Name: Associated Ophthalmologists, SC — Assoc Ophthalmolog, Form 5500 (2024)
Creator: Associated Ophthalmologists, SC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Assoc Ophthalmologists, SC SEC 401(k) P/S Plan and Trust

401(k) retirement plan · Associated Ophthalmologists, SC's Assoc Ophthalmologists, SC SEC 401(k) P/S Plan and Trust held $7.7M in plan assets for 16 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$7.7M

Net assets (EOY)

$7.7M

People on this filing

David Morimoto signed Associated Ophthalmologists, SC's 2024 Form 5500 as plan administrator.

David Morimoto — 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

Associated Ophthalmologists, SC's EIN is 36-2710424.

EIN 36-2710424

Plan number 001

Plan year 2024

ACK ID 20251015133010NAL0009478002007

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Associated Ophthalmologists, SC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Associated Ophthalmologists, SC's plan includes profit-sharing, a 401(k) feature.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for ASSOCIATED OPHTHALMOLOGISTS, SC.

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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 (90th percentile).

Plan sponsor

Name

ASSOCIATED OPHTHALMOLOGISTS, SC

EIN

all filings

Address

219 N HAMMES AVE · JOLIET, IL · 60434

Phone

(815) 741-3220

Industry

Offices of Physicians· Health Care & Social Assistance

Plan administrator