How big is Grand Traverse Ophthalmology Clinic, P.C.'s plan?

Grand Traverse Ophthalmology Clinic, P.C.'s plan reported $18.4M in assets and 79 participants for 2023.

Original filing (PDF)20250110130047NAL0028761986001

Grand Traverse Ophthalmology Clinic, P.C.

Name: Grand Traverse Ophthalmology Clinic, P.C. — Form 5500 Plan 002 (2023)
Creator: Grand Traverse Ophthalmology Clinic, P.C.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Grand Traverse Ophthalmology Clinic, P.C. 401(k) Profit Sharing Plan

401(k) retirement plan · Grand Traverse Ophthalmology Clinic, P.C.'s Grand Traverse Ophthalmology Clinic, P.C. 401(k) Profit Sharing Plan held $18.4M in plan assets for 79 participants in 2023.

Active participants

Accounts w/ balance

117

Plan assets (EOY)

$18.4M

Net assets (EOY)

$18.4M

Plan identifiers

Grand Traverse Ophthalmology Clinic, P.C.'s EIN is 38-1950606.

EIN 38-1950606

Plan number 002

Plan year 2023

ACK ID 20250110130047NAL0028761986001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for Grand Traverse Ophthalmology Clinic, P.C. from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

Grand Traverse Ophthalmology Clinic, P.C.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for GRAND TRAVERSE OPHTHALMOLOGY CLINIC, P.C..

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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