Original filing (PDF)20250415220135NAL0004105361039

BARKER & TRUONG, OD, PC

Name: BARKER & TRUONG, OD, PC — BARKER & TRUONG, OD, PC 401(K) PLAN, Form 5500 (2024)
Creator: BARKER & TRUONG, OD, PC

Form 5500-SF

FILING_RECEIVED

BARKER & TRUONG, OD, PC 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$177K

Net assets (EOY)

$177K

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

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 BARKER & TRUONG, OD, PC.

Plan sponsor

Name

BARKER & TRUONG, OD, PC

EIN

58-2065067all filings

Address

200 VON LAKE CT · MILTON, GA · 30004

Phone

(678) 571-4245

Industry

Health Care & Social Assistancesee all

Plan administrator

Name

GUIDELINE RK, LLC

EIN

30-1418950

City

BURLINGAME, CA

Phone

(888) 228-3491

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-04-15

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2S · Automatic enrollment

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

EYE ASSOCIATES LLC

EYE ASSOCIATES LLC 401(K) PLAN

$176K · 4 participants

OEC WATERBURY LLC

OEC WATERBURY LLC 401K PLAN

$176K · 16 participants

ABUNDANT LIFE HEALTH CENTER, INC.

ABUNDANT LIFE HEALTH CENTER, INC. 401(K) PROFIT SHARING PLAN

$177K · 2 participants

UNGER EYE CARE PC

UNGER EYE CARE 401(K) PLAN

$178K · 16 participants

SWELL VISION OPTOMETRY PLLC

SWELL VISION OPTOMETRY PLLC 401(K) PROFIT SHARING PLAN & TRUST

$178K · 7 participants

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