Original filing (PDF)20250702135902NAL0031727618002

SUMMIT EYE CLINIC, S.C.

Name: SUMMIT EYE CLINIC, S.C. — SUMMIT EYE CLINIC, S.C. RETIREMENT TRUST, Form 5500 (2024)
Creator: SUMMIT EYE CLINIC, S.C.

Form 5500-SF

FILING_RECEIVED

SUMMIT EYE CLINIC, S.C. RETIREMENT TRUST

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$134K

Net assets (EOY)

$134K

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

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 SUMMIT EYE CLINIC, S.C..

Plan sponsor

Name

SUMMIT EYE CLINIC, S.C.

EIN

39-2025245

Address

608 SUMMIT AVENUE · OCONOMOWOC, WI · 53066

Phone

(262) 751-1184

Industry

All Other Professional Services· Professional & Technical Servicessee 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

2025-07-02

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2S · Automatic enrollment

2T · Default investment account (QDIA)

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

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size All Other Professional Services plans

TOPROCK INTERIORS

TOPROCK INTERIORS RETIREMENT TRUST

$134K · 4 participants

FORTIS PACKAGING LLC

FORTIS PACKAGING LLC 401(K) PROFIT SHARING PLAN & TRUST

$134K · 9 participants

ALLIANCE WELLNESS CLINIC, INC.

ALLIANCE WELLNESS CLINIC, INC. 401(K) PROFIT SHARING PLAN AND T

$134K · 40 participants

ACTION MANAGEMENT GROUP LLC

ACTION MANAGEMENT GROUP 401(K) PLAN

$134K · 8 participants

SALAMONE GROUP CORPORATION

SALAMONE GROUP CORPORATION 401(K) PROFIT SHARING PLAN & TRUST