· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
IOWA OPTOMETRIC ASSOCIATION — IOWA OPTOMETRIC ASSOCIATION MONEY PURCHASE PENSION PLAN, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20250418105010NAL0001361587001
IOWA OPTOMETRIC ASSOCIATION
Form 5500-SF
FILING_RECEIVED
IOWA OPTOMETRIC ASSOCIATION MONEY PURCHASE PENSION PLAN
Defined-contribution retirement plan
Active participants
1
Accounts w/ balance
1
Plan assets (EOY)
$925K
Net assets (EOY)
$925K
Plan health score (directional)
89
/ 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
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
IOWA OPTOMETRIC ASSOCIATION
.
Find decision makers
Plan sponsor
Name
IOWA OPTOMETRIC ASSOCIATION
EIN
42-0659875
Address
6150 VILLAGE VIEW DRIVE, SUITE 105 · WEST DES MOINES, IA · 50266
Phone
(515) 222-5679
Industry
Health Care & Social Assistance
see 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
2025-04-18
Pension benefit codes
2C · Money purchase (other than target benefit)
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size Health Care & Social Assistance plans
BROOKFIELD VISION CARE LLC
BROOKFIELD VISION CARE LLC 401(K) PROFIT SHARING PLAN & TRUST
$924K · 10 participants
HILLTOP EYECARE, PLLC
HILLTOP EYECARE, PLLC 401(K) PLAN
$924K · 10 participants
DOVIE EYE CARE LLC
DOVIE EYE CARE LLC 401(K) P/S PLAN
$926K · 18 participants
MCBRIDE & MCBRIDE OPTOMETRISTS PC
MCBRIDE & MCBRIDE OPTOMETRISTS PC 401(K) PROFIT SHARING PLAN
$924K · 17 participants
SARAH K. ITO, O.D., A PROFESSIONAL CORPORATION
SARAH K. ITO, O.D., A PROFESSIONAL CORPORATION 401(K) PLAN
100
Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.
Small plan (5500-SF) — Schedule H data not available.
$923K · 6 participants
KALAMAZOO OPTOMETRY PC
KALAMAZOO OPTOMETRY PC 401(K) PROFIT SHARING PLAN AND TRUST
$927K · 7 participants
Large plans in Iowa
PRINCIPAL LIFE INSURANCE COMPANY
PRINCIPAL LARGECAP S&P 500 INDEX SEPARATE ACCOUNT M
$43.4B
TRANSAMERICA RETIREMENT SOLUTIONS CORPORATION
TRANSAMERICA RETIREMENT SOLUTIONS COLLECTIVE TRUST
$13.7B
PRINCIPAL LIFE INSURANCE COMPANY
PRINCIPAL BOND MARKET INDEX SEPARATE ACCOUNT
$12.5B
PRINCIPAL LIFE INSURANCE COMPANY
PRINCIPAL U.S. PROPERTY SEPARATE ACCOUNT
$7.7B
PRINCIPAL LIFE INSURANCE COMPANY
PRINCIPAL MIDCAP S&P 400 INDEX SEPARATE ACCOUNT M
$5.5B
PRINCIPAL LIFE INSURANCE COMPANY
PRINCIPAL SMALLCAP S&P 600 INDEX SEPARATE ACCOUNT M
$5.4B
