How big is Davis Optometry Group, P.A.'s plan?

Davis Optometry Group, P.A.'s plan reported $3.6M in assets and 7 participants for 2024.

Original filing (PDF)20250912122540NAL0001295393001

Davis Optometry Group, P.A.

Name: Davis Optometry Group, P.A. — Davis Optometry Group, Form 5500 (2024)
Creator: Davis Optometry Group, P.A.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Davis Optometry Group, P.A. Retirement Plan & Trust

401(k) retirement plan · Davis Optometry Group, P.A.'s Davis Optometry Group, P.A. Retirement Plan & Trust held $3.6M in plan assets for 7 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.6M

Net assets (EOY)

$3.6M

Plan identifiers

Davis Optometry Group, P.A.'s EIN is 59-2980514.

EIN 59-2980514

Plan number 002

Plan year 2024

ACK ID 20250912122540NAL0001295393001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Davis Optometry Group, P.A.'s plan includes profit-sharing, a 401(k) feature.

Decision-maker contacts

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

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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