Original filing (PDF)20260115085938NAL0016874961001

KALAMAZOO OPTOMETRY PC

Name: KALAMAZOO OPTOMETRY PC — KALAMAZOO OPTOMETRY PC 401(K) PROFIT SHARING PLAN AND TRUST, Form 5500 (2024)
Creator: KALAMAZOO OPTOMETRY PC

Form 5500-SF

FILING_RECEIVED

KALAMAZOO OPTOMETRY PC 401(K) PROFIT SHARING PLAN AND TRUST

401(k) retirement plan

Signals · 2

Late filing · 2.0 moHigh average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$927K

Net assets (EOY)

$927K

Plan health score

/ 100

Grade A

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

Total plan cost

n/a

Plan health

Vendor & structure

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for KALAMAZOO OPTOMETRY PC.

Plan sponsor

Name

KALAMAZOO OPTOMETRY PC

EIN

38-1734365

Address

5949 LOVERS LN · PORTAGE, MI · 490021680

Phone

(269) 382-6500

Industry

Health Care & Social Assistancesee 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

2026-01-15

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2S · Automatic enrollment

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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