How big is Dr. Shewmaker & Associates Optometrists, PSC's plan?

Dr. Shewmaker & Associates Optometrists, PSC's plan reported $2.5M in assets and 25 participants for 2024.

Original filing (PDF)20250728121214NAL0003289698001

Dr. Shewmaker & Associates Optometrists, PSC

Name: Dr. Shewmaker & Associates Optometrists, PSC — Form 5500 Plan 001 (2024)
Creator: Dr. Shewmaker & Associates Optometrists, PSC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Dr. Shewmaker & Associates Optometrists, PSC 401(k) Profit Sharing Plan

401(k) retirement plan · Dr. Shewmaker & Associates Optometrists, PSC's Dr. Shewmaker & Associates Optometrists, PSC 401(k) Profit Sharing Plan held $2.5M in plan assets for 25 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.5M

Net assets (EOY)

$2.5M

People on this filing

Jennifer Mercado signed Dr. Shewmaker & Associates Optometrists, PSC's 2024 Form 5500 as plan administrator.

Jennifer Mercado — 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

Dr. Shewmaker & Associates Optometrists, PSC's EIN is 61-1169814.

EIN 61-1169814

Plan number 001

Plan year 2024

ACK ID 20250728121214NAL0003289698001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Dr. Shewmaker & Associates Optometrists, PSC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Dr. Shewmaker & Associates Optometrists, PSC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for DR. SHEWMAKER & ASSOCIATES OPTOMETRISTS, PSC.

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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