How big is Laurelwood Optometry's plan?

Laurelwood Optometry's plan reported $1.4M in assets and 3 participants for 2024.

Original filing (PDF)20250612124406NAL0028467696001

Laurelwood Optometry

Name: Laurelwood Optometry — Laurelwood Optometry 401(k), Form 5500 (2024)
Creator: Laurelwood Optometry
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Laurelwood Optometry 401(k) P/S Plan

401(k) retirement plan · Laurelwood Optometry's Laurelwood Optometry 401(k) P/S Plan held $1.4M in plan assets for 3 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.4M

Net assets (EOY)

$1.4M

People on this filing

Karen Collom signed Laurelwood Optometry's 2024 Form 5500 as plan administrator.

Karen Collom — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Laurelwood Optometry's EIN is 46-4107897.

EIN 46-4107897

Plan number 001

Plan year 2024

ACK ID 20250612124406NAL0028467696001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Laurelwood Optometry from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Laurelwood Optometry's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for LAURELWOOD OPTOMETRY.

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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.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (88th percentile).

Plan sponsor

Name

LAURELWOOD OPTOMETRY

EIN

all filings

Address

3162 CAMPUS DRIVE · SAN MATEO, CA · 94403

Phone

(650) 345-0248

Industry

Health Care & Social Assistance

Plan administrator