How big is Ocala Eye, P.A.'s plan?

Ocala Eye, P.A.'s plan reported $27.8M in assets and 174 participants for 2024.

Original filing (PDF)20250902053625NAL0024000992001

Ocala Eye, P.A.

Name: Ocala Eye, P.A. — Ocala Eye, P.A. Restated Profit, Form 5500 (2024)
Creator: Ocala Eye, P.A.
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Ocala Eye, P.A. Restated Profit Sharing Plan

401(k) retirement plan · Ocala Eye, P.A.'s Ocala Eye, P.A. Restated Profit Sharing Plan held $27.8M in plan assets for 174 participants in 2024, with Schwab as recordkeeper.

Signals · 5

Late participant contributions51% in single holding86% employer stockCorrective distributions issuedSelf-directed brokerage offered

Active participants

174

Accounts w/ balance

218

Plan assets (EOY)

$27.8M

Net assets (EOY)

$27.8M

People on this filing

Chander N. SAMY signed Ocala Eye, P.A.'s 2024 Form 5500 as plan administrator.

Chander N. SAMY — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Ocala Eye, P.A.'s EIN is 59-1363248.

EIN 59-1363248

Plan number 003

Plan year 2024

ACK ID 20250902053625NAL0024000992001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Ocala Eye, P.A. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Ocala Eye, P.A.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for OCALA EYE, P.A..

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How this plan invests

This plan

30 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score

Average plan with room to improve

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.

Compliance & integrity

Total plan cost

Plan health

Vendor & structure

100

Knocking points off

Delinquent participant contributions reported (Schedule H 4a) — 0K (0% of contributions).
Corrective distributions issued (likely failed ADP/ACP testing).
Total administrative cost in the bottom quartile of peers (12th percentile).

Plan sponsor

Name

OCALA EYE, P.A.

EIN

all filings

Address

1500 SE MAGNOLIA EXTENSION · SUITE 101 · OCALA, FL · 34471

Phone

(352) 622-5183

Industry

Offices of Physicians· Health Care & Social Assistance

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

003

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-09-02

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

2R · Participant-directed brokerage (SDBA)

2S · Automatic enrollment

2T · Default investment account (QDIA)

Service providers (Schedule C)

5 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
SCHWAB RETIREMENT PLAN SERVICES,INC	34-1479833	—	NONE	$7K	—

Other service providers

Name	EIN	Location	Relation	Direct comp	Indirect comp
WELLS FARGO BANK	94-1347393	—	NONE	$88K	—
PERSONAL FINANCIAL PROFILES IN

Investments

30 direct securities· $27.0M(97% of reported assets)

Self-Directed Brokerage

$13.6M

1 holding

Common Stocks

$9.5M

21 holdings

Common Collective Trusts

$2.1M

1 holding

Mutual Funds

$1.5M

5 holdings

Bonds / Notes

$271K

1 holding

Agency / Mortgage-Backed

$5K

1 holding

					% of plan
Lord Abbett Short Duration A Registered Investment Company 688 Voya Multi Manager Emrg Mkt Eqty W Registered Investment Company 460 Self-Directed Brokerage Accounts Cash, Common Stock, Registered Investment	Self-Directed Brokerage	—	—	$13.6M	49.1%
Alger Capital Appr Retirement Registered Investment Company	Common Stocks	—	—	$3.0M	10.7%
Schwab S&P 500 Index Fund Registered Investment Company	Common Collective Trusts	—	—	$2.1M	7.6%
BlackRock Strategic Income Opps Inv A Registered Investment Company	Common Stocks	—	—	$1.7M	6.1%
Neuberger & Berman Genesis Registered Investment Company	Common Stocks	—	—	$815K	2.9%
Goldman Sachs Mid Cap Val A Registered Investment Company	Common Stocks	—	—	$802K	2.9%
Schwab Value Advantage Fund Money Market Fund	Mutual Funds	—	—	$612K	2.2%
Allspring Ultra ST Inc A Registered Investment Company	Common Stocks	—	—	$606K	2.2%
Cohen & Steers Realty Shares Fund L Registered Investment Company	Common Stocks	—	—	$500K	1.8%
AMG Yacktman Focused N Registered Investment Company	Common Stocks	—	—	$424K	1.5%
Goldman Sachs Intl EQ Esg Inv Registered Investment Company	Common Stocks	—	—	$378K	1.4%
Alger Weatherbie Spec Growth I Registered Investment Company	Common Stocks	—	—	$338K	1.2%
Invesco Oppen Intl Growth A Registered Investment Company	Mutual Funds	—	—	$321K	1.2%
Lord Abbett High Yield Fd A Registered Investment Company	Mutual Funds	—	—	$290K	1.0%
Touchstone Dividend Equity A Registered Investment Company	Common Stocks	—	—	$272K	1.0%
Companies, Exchange Traded Funds * Participant Loans Participant Loans Maturing from January 2025 through October 2031 with Interest Rates from 4.25% - 9.50% -	Bonds / Notes	—	—	$271K	1.0%
Federated US Government Securities 2-5 Yrs Registered Investment Company	Common Stocks	—	—	$239K	0.9%
PIMCO Real Return CL A Registered Investment Company	Mutual Funds	—	—	$209K	0.8%
Victory Sophus Emrg Mrk CL A Registered Investment Company	Common Stocks	—	—	$196K	0.7%
Gabelli Equity Income AAA Registered Investment Company	Common Stocks	—	—	$83K	0.3%
PIMCO Total Return Fd Class A Registered Investment Company	Mutual Funds	—	—	$44K	0.2%
Virtus Seix High Yield I Registered Investment Company	Common Stocks	—	—	$25K	<0.1%
Oakmark International Inv Registered Investment Company	Common Stocks	—	—	$24K	<0.1%
Matthews Asian Growth & Income Registered Investment Company	Common Stocks	—	—	$23K	<0.1%
Matthews Japan Registered Investment Company	Common Stocks	—	—	$22K	<0.1%
Sprott Gold Fund Inv Registered Investment Company	Common Stocks	—	—	$20K	<0.1%
Manning & Napier Overseas S Registered Investment Company	Common Stocks	—	—	$18K	<0.1%
Federated Short-Term Income Registered Investment Company	Common Stocks	—	—	$15K	<0.1%
PIMCO GNMA AND GOV SECS A Registered Investment Company	Agency / Mortgage-Backed	—	—	$5K	<0.1%
Mutual European Fund CL Z Registered Investment Company	Common Stocks	—	—	$3K	<0.1%