How big is Lake Merritt Optometry's plan?

Lake Merritt Optometry's plan covered 5 participants for 2023.

Original filing (PDF)20240913154047NAL0005165203001

Lake Merritt Optometry

Name: Lake Merritt Optometry — Lake Merritt Optometry, Form 5500 (2023)
Creator: Lake Merritt Optometry
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Lake Merritt Optometry 401(k) Plan

401(k) retirement plan · Lake Merritt Optometry's Lake Merritt Optometry 401(k) Plan covered 5 participants in 2023.

Active participants

Accounts w/ balance

Plan assets (EOY)

Net assets (EOY)

People on this filing

TARA Evans, for TAG Resources signed Lake Merritt Optometry's 2023 Form 5500 as plan administrator.

TARA Evans, for TAG Resources — 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

Lake Merritt Optometry's EIN is 47-2893222.

EIN 47-2893222

Plan number 001

Plan year 2023

ACK ID 20240913154047NAL0005165203001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for Lake Merritt Optometry from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

Lake Merritt 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 LAKE MERRITT OPTOMETRY.

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Plan health score

Above-average plan

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

Knocking points off