· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
EUGENE EYE CLINIC, LLC — EUGENE EYE CLINIC, LLC 401(K) PLAN, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20250917105442NAL0000202419001
EUGENE EYE CLINIC, LLC
Form 5500-SF
FILING_RECEIVED
EUGENE EYE CLINIC, LLC 401(K) PLAN
401(k) retirement plan
Active participants
16
Accounts w/ balance
31
Plan assets (EOY)
$1.5M
Net assets (EOY)
$1.5M
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
EUGENE EYE CLINIC, LLC
.
Find decision makers
Plan sponsor
Name
EUGENE EYE CLINIC, LLC
EIN
47-4023572
Address
2460 WILLAMETTE ST · EUGENE, OR · 97405
Phone
(541) 683-3744
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
2025-09-17
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size Health Care & Social Assistance plans
FOCUSED FAMILY EYE CARE
FOCUSED FAMILY EYE CARE 401K
$1.5M · 14 participants
BATTIN OPTICIANS LLC
BATTIN EYECARE 401 (K) PLAN
$1.5M · 12 participants
GAYLORD EYE CARE CENTER, INC.
GAYLORD EYE CARE CENTER 401(K) PLAN
$1.5M · 36 participants
SHAWN MCDONALD, OD, PC
SHAWN MCDONALD, OD, PC 401(K) PLAN
$1.5M · 5 participants
PRIMARY EYECARE CENTER, AN OPTOMETRIC PRACTICE
PRIMARY EYE CARE RETIREMENT TRUST
$1.5M · 15 participants
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.
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
WILLIAM J. KOPPIN, ODPC
SHADES OPTICAL 401(K) PLAN
$1.5M · 7 participants
Large plans in Oregon
STANDARD INSURANCE COMPANY
SEPARATE ACCOUNT A
$12.5B
PRINCIPAL GLOBAL INVESTORS TRUST COMPANY
DIVERSIFIED INTERNATIONAL EQUITY FUND
$12.1B
PRINCIPAL GLOBAL INVESTORS TRUST COMPANY
MORLEY STABLE VALUE FUND
$11.1B
PRINCIPAL GLOBAL INVESTORS TRUST COMPANY
PRINCIPAL LIFETIME HYBRID 2030 CIT
$10.9B
PRINCIPAL GLOBAL INVESTORS TRUST COMPANY
PRINCIPAL LIFETIME HYBRID 2040 CIT
$10.4B
PRINCIPAL GLOBAL INVESTORS TRUST COMPANY
PRINCIPAL LIFETIME HYBRID 2035 CIT
$8.6B
