Original filing (PDF)20250421132247NAL0005279056001

BREVARD OPTOMETRY ASSOCIATES

Name: BREVARD OPTOMETRY ASSOCIATES — BREVARD OPTOMETRY ASSOCIATES 401K PROFIT SHARING PLAN, Form 5500 (2024)
Creator: BREVARD OPTOMETRY ASSOCIATES

Form 5500-SF

FILING_RECEIVED

BREVARD OPTOMETRY ASSOCIATES 401K PROFIT SHARING PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$6.0M

Net assets (EOY)

$6.0M

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 BREVARD OPTOMETRY ASSOCIATES.

Plan sponsor

Name

BREVARD OPTOMETRY ASSOCIATES

EIN

59-3232401

Address

2420 S. BABCOCK STREET · MELBOURNE, FL · 32901

Phone

(321) 725-4755

Industry

Health Care & Social Assistancesee all

Plan administrator

Name

BREVARD OPTOMETRY ASSOCIATES

EIN

59-3232401

City

MELBOURNE, FL

Phone

(321) 725-4755

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-04-21

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

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

3H · Sponsor in controlled / affiliated group

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

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