Original filing (PDF)20251013104041NAL0001125505001

PHILLIP ROY, OD - DBA DRS. ROY AND ASSOCIATES

Name: PHILLIP ROY, OD - DBA DRS. ROY AND ASSOCIATES — DRS. ROY AND ASSOCIATES 401K RETIREMENT SAVINGS PLAN AND TRUST, Form 5500 (2024)
Creator: PHILLIP ROY, OD - DBA DRS. ROY AND ASSOCIATES

Form 5500-SF

FILING_RECEIVED

DRS. ROY AND ASSOCIATES 401K RETIREMENT SAVINGS PLAN AND TRUST

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$671K

Net assets (EOY)

$671K

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

Knocking points off

Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (19th percentile).

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for PHILLIP ROY, OD - DBA DRS. ROY AND ASSOCIATES.

Plan sponsor

Name

PHILLIP ROY, OD - DBA DRS. ROY AND ASSOCIATES

EIN

39-1547996

Address

17495 W. CAPITOL DR. · BROOKFIELD, WI · 53045

Phone

(262) 797-9638

Industry

Health Care & Social Assistancesee all

Plan administrator