Original filing (PDF)20251013171154NAL0001759201001

VALLEY EYE ASSOCIATES LIMITED PARTNERSHIP

Name: VALLEY EYE ASSOCIATES LIMITED PARTNERSHIP — VALLEY EYE ASSOCIATES 401(K) RETIREMENT SAVINGS PLAN, Form 5500 (2024)
Creator: VALLEY EYE ASSOCIATES LIMITED PARTNERSHIP

Form 5500-SF

FILING_RECEIVED

VALLEY EYE ASSOCIATES 401(K) RETIREMENT SAVINGS PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

Net assets (EOY)

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 VALLEY EYE ASSOCIATES LIMITED PARTNERSHIP.

Plan sponsor

Name

VALLEY EYE ASSOCIATES LIMITED PARTNERSHIP

EIN

39-1791932

Address

21 PARK PLACE · APPLETON, WI · 54914

Phone

(920) 749-4058

Industry

Health Care & Social Assistancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2025-01-01

Tax period

2025-02-14

Filed

2025-10-13

Pension benefit codes

2E · Profit-sharing

2J · 401(k) feature

2F · ERISA section 404(c)

2G · Total participant-directed accounts

3D · Pre-approved plan (master / prototype / VS)

3H · Sponsor in controlled / affiliated group

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

Service providers (Schedule C)

Small plans don't disclose service providers

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