How big is UP Optometry's plan?

UP Optometry's plan reported $2.4M in assets and 12 participants for 2024.

Original filing (PDF)20250729212526NAL0001915235001

UP Optometry

Name: UP Optometry — UP Optometry Savings and Retirement, Form 5500 (2024)
Creator: UP Optometry
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

UP Optometry Savings and Retirement Plan

401(k) retirement plan · UP Optometry's UP Optometry Savings and Retirement Plan held $2.4M in plan assets for 12 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.4M

Net assets (EOY)

$2.4M

People on this filing

Jaylene Iverson signed UP Optometry's 2024 Form 5500 as plan administrator.

Jaylene Iverson — 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

UP Optometry's EIN is 38-2984146.

EIN 38-2984146

Plan number 001

Plan year 2024

ACK ID 20250729212526NAL0001915235001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for UP Optometry from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

UP Optometry's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, a default investment (QDIA).

Decision-maker contacts

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

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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