How big is Spencer Garlick Optometry PLLC's plan?

Spencer Garlick Optometry PLLC's plan reported $640K in assets and 10 participants for 2024.

Original filing (PDF)20250709134825NAL0004846481001

Spencer Garlick Optometry PLLC

Name: Spencer Garlick Optometry PLLC — Family Eyecare, Form 5500 (2024)
Creator: Spencer Garlick Optometry PLLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Family Eyecare Associates 401(k) Plan

401(k) retirement plan · Spencer Garlick Optometry PLLC's Family Eyecare Associates 401(k) Plan held $640K in plan assets for 10 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$640K

Net assets (EOY)

$640K

People on this filing

Joseph BURT signed Spencer Garlick Optometry PLLC's 2024 Form 5500 as plan administrator.

Joseph BURT — 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

Spencer Garlick Optometry PLLC's EIN is 47-1365156.

EIN 47-1365156

Plan number 001

Plan year 2024

ACK ID 20250709134825NAL0004846481001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

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

Decision-maker contacts

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

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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