Original filing (PDF)20250411220625NAL0013044707035

DAWN C STRATTON OD PSC

Name: DAWN C STRATTON OD PSC — DAWN C STRATTON OD PSC 401(K) PLAN, Form 5500 (2024)
Creator: DAWN C STRATTON OD PSC

Form 5500-SF

FILING_RECEIVED

DAWN C STRATTON OD PSC 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$212K

Net assets (EOY)

$212K

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

Cost not scored — no comparable Schedule H expense data for this cohort.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for DAWN C STRATTON OD PSC.

Plan sponsor

Name

DAWN C STRATTON OD PSC

EIN

61-1368651all filings

Address

535 WELLINGTON WAY · SUITE 160 · LEXINGTON, KY · 40503

Phone

(859) 245-2020

Industry

Health Care & Social Assistancesee all

Plan administrator

Name

GUIDELINE RK, LLC

EIN

30-1418950

City

BURLINGAME, CA

Phone

(888) 228-3491

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-04-11

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2S · Automatic enrollment

2T · Default investment account (QDIA)

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

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Health Care & Social Assistance plans

RUTHERFORD EYE CARE

RUTHERFORD EYE CARE 401(K) PLAN

$212K · 8 participants

BELMONTE & ESPIRITU,PROFESSIONAL OPTOMETRIC

EYES OF EAST SACRAMENTO 401K PLAN

$212K · 3 participants

HUFFMAN FAMILY EYE CARE, PC

HUFFMAN FAMILY EYE CARE, PC 401(K) PLAN

$213K · 12 participants

RENNARD EYECARE LLC

RENNARD EYECARE CASH BALANCE PLAN

$212K · 5 participants

LONE STAR EYE

LONE STAR EYE 401(K) PLAN

$212K

Researching more plans? Run a Form 5500 lookup by company name, EIN, or plan name.