Original filing (PDF)20251017141024NAL0015492402001

OPHTHALMOLOGY ASSOCIATES SC

Name: OPHTHALMOLOGY ASSOCIATES SC — OPHTHALMOLOGY ASSOCIATES, S.C. EMPLOYEES' PROFIT SHARING PLAN, Form 5500 (2024)
Creator: OPHTHALMOLOGY ASSOCIATES SC

Form 5500-SF

FILING_RECEIVED

OPHTHALMOLOGY ASSOCIATES, S.C. EMPLOYEES' PROFIT SHARING PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$16.8M

Net assets (EOY)

$16.8M

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for OPHTHALMOLOGY ASSOCIATES SC.

Plan sponsor

Name

OPHTHALMOLOGY ASSOCIATES SC

EIN

39-1484998

Address

4600 W. LOOMIS ROAD · SUITE 310 · MILWAUKEE, WI · 53220

Phone

(414) 281-8550

Industry

Offices of Physicians· 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

2025-10-17

Pension benefit codes

2E · Profit-sharing

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2R · Participant-directed brokerage (SDBA)

2T · Default investment account (QDIA)

2F · ERISA section 404(c)

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

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