Original filing (PDF)20250529163339NAL0008020337001

CHARLOTTE OPHTHALMOLOGY CLINIC P

Name: CHARLOTTE OPHTHALMOLOGY CLINIC P — CHARLOTTE OPHTHALMOLOGY CLINIC, PA 401(K) PLAN, Form 5500 (2024)
Creator: CHARLOTTE OPHTHALMOLOGY CLINIC P

Form 5500-SF

FILING_RECEIVED

CHARLOTTE OPHTHALMOLOGY CLINIC, PA 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.7M

Net assets (EOY)

$1.7M

Plan health score

/ 100

Grade A

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

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for CHARLOTTE OPHTHALMOLOGY CLINIC P.

Plan sponsor

Name

CHARLOTTE OPHTHALMOLOGY CLINIC P

EIN