Original filing (PDF)20250908152737NAL0012377619001

AMERICAN ACADEMY OF OPTOMETRY

Name: AMERICAN ACADEMY OF OPTOMETRY — AMERICAN ACADEMY OF OPTOMETRY 401(K) PLAN, Form 5500 (2024)
Creator: AMERICAN ACADEMY OF OPTOMETRY

Form 5500-SF

FILING_RECEIVED

AMERICAN ACADEMY OF OPTOMETRY 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.4M

Net assets (EOY)

$1.4M

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 AMERICAN ACADEMY OF OPTOMETRY.

Plan sponsor

Name

AMERICAN ACADEMY OF OPTOMETRY

EIN

41-1227642

Address

925 S SEMORAN BLVD · SUITE 120 · WINTER PARK, FL · 32792

Phone

(321) 319-4859

Industry

Other Services (ex. Public Admin)see all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-09-08

Pension benefit codes

2S · Automatic enrollment

2E · Profit-sharing

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

2G · Total participant-directed accounts

2J · 401(k) feature

2F · ERISA section 404(c)

2T · Default investment account (QDIA)

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Other Services (ex. Public Admin) plans

VNA COMMUNITY SERVICES, INC.

VNA COMMUNITY SERVICES, INC. 403(B) RETIREMENT PLAN

$1.4M · 37 participants

LAKEWOOD TENANTS ORGANIZATION, INC.

LAKEWOOD TENANTS ORGANIZATION, INC. PROFIT SHARING TRUST

$1.4M · 13 participants

AMERICAN RESEARCH INSTITUTE IN TURKEY

AMERICAN RESEARCH INSTITUTE IN TURKEY DEFINED CONTRIBUTION RETIREMENT PLAN, TAX DEFERRED ANNUITY

$1.4M · 3 participants

BEHAVIORAL RESEARCH ASSOCIATES INC.

BEHAVIORAL RESEARCH ASSOCIATES INC. 403B RETIREMENT PLAN

$1.4M · 54 participants