· 2022–2024 · DOL EFAST2

TWIN FORKS OPTOMETRY PLLC — TWIN FORKS OPTOMETRY PLLC 401(K) PROFIT SHARING PLAN & TRUST, Form 5500 (2024)

Original filing (PDF)20250404103901NAL0023517042001

TWIN FORKS OPTOMETRY PLLC

Form 5500-SF

FILING_RECEIVED

TWIN FORKS OPTOMETRY PLLC 401(K) PROFIT SHARING PLAN & TRUST

401(k) retirement plan

Active participants

4

Accounts w/ balance

5

Plan assets (EOY)

$124K

Net assets (EOY)

$124K

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

75

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.

Decision-maker contacts

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

Plan sponsor

Name

TWIN FORKS OPTOMETRY PLLC

EIN

47-4137824all filings

Address

25 CRANBERRY ST · RIVERHEAD, NY · 119012799

Phone

(315) 439-7518

Industry

Offices of Physicians· Health Care & Social Assistancesee 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

2025-04-04

Pension benefit codes

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)

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Offices of Physicians plans

CRAIG M. RUNDBAKEN DO PLLC

CRAIG M. RUNDBAKEN DO 401(K) PLAN

$124K · 25 participants

DERRICK DEVELOPMENT COMPANY, LLC

DERRICK DEVELOPMENT COMPANY, LLC RETIREMENT PLAN

$124K · 11 participants

PAUL NAWIESNIAK DDS PLLC DBA PATRIOT DENTAL

PATRIOT DENTAL 401(K) PLAN

$124K · 6 participants

FAN MOU, DDS, P.C.

FAN MOU, DDS, P.C. PROFIT SHARING PLAN

$124K · 3 participants

ST GABRIEL HEALTH CLINIC INC

ST GABRIEL HEALTH CLINIC INC 401(K) PROFIT SHARING PLAN & TRUST

Researching more plans? Run a Form 5500 lookup by company name, EIN, or plan name.