Original filing (PDF)20240725114331NAL0022345392001

ASSOCIATION OF SCHOOLS AND COLLEGES OF OPTOMETRY

Name: ASSOCIATION OF SCHOOLS AND COLLEGES OF OPTOMETRY — ASSOCIATION OF SCHOOLS AND COLLEGES OF OPTOMETRY PENSION PLAN, Form 5500 (2023)
Creator: ASSOCIATION OF SCHOOLS AND COLLEGES OF OPTOMETRY

Form 5500-SF

FILING_RECEIVED

ASSOCIATION OF SCHOOLS AND COLLEGES OF OPTOMETRY PENSION PLAN

Defined-contribution retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.8M

Net assets (EOY)

$2.8M

Plan health score (directional)

/ 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

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ASSOCIATION OF SCHOOLS AND COLLEGES OF OPTOMETRY.

Plan sponsor

Name

ASSOCIATION OF SCHOOLS AND COLLEGES OF OPTOMETRY

EIN

52-1005768

Address

143 ROLLINS AVE UNIT 2046 · ROCKVILLE, MD · 208477503

Phone

(301) 231-5944

Industry

Other Services (ex. Public Admin)see all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2023

Plan year begin

2023-01-01

Tax period

2023-12-31

Filed

2024-07-25

Pension benefit codes

2G · Total participant-directed accounts

3D · Pre-approved plan (master / prototype / VS)

2T · Default investment account (QDIA)

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

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