Original filing (PDF)20250923123354NAL0007331440002

OPTHAMOLOGY ASSOCIATES, P.S.C. 401(K) RETIREMENT PLAN

Name: OPTHAMOLOGY ASSOCIATES, P.S.C. 401(K) RETIREMENT PLAN — Form 5500 (2024)
Creator: OPTHAMOLOGY ASSOCIATES, P.S.C. 401(K) RETIREMENT PLAN

Form 5500-SF

FILING_RECEIVED

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$5.1M

Net assets (EOY)

$5.1M

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 OPTHAMOLOGY ASSOCIATES, P.S.C. 401(K) RETIREMENT PLAN.

Plan sponsor

Name

OPTHAMOLOGY ASSOCIATES, P.S.C. 401(K) RETIREMENT PLAN

EIN

61-0927174

Address

3810 SPRINGHURST BLVD. #100 · LOUISVILLE, KY · 40241

Phone

(502) 897-9801

Industry

Offices of Physicians· Health Care & Social Assistancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-09-01

Tax period

2025-08-31

Filed

2025-09-23

Pension benefit codes

2E · Profit-sharing

2H · Partial participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

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