How big is Kapperman McGarvey Eye Group's plan?

Kapperman McGarvey Eye Group's plan reported $3.4M in assets and 15 participants for 2024.

Original filing (PDF)20250707130516NAL0001624979001

Kapperman McGarvey Eye Group

Name: Kapperman McGarvey Eye Group — Kapperman McGarvey, Form 5500 (2024)
Creator: Kapperman McGarvey Eye Group
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Kapperman McGarvey Eye Group Retirement Plan

401(k) retirement plan · Kapperman McGarvey Eye Group's Kapperman McGarvey Eye Group Retirement Plan held $3.4M in plan assets for 15 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.4M

Net assets (EOY)

$3.4M

People on this filing

Mark Kapperman signed Kapperman McGarvey Eye Group's 2024 Form 5500 as plan administrator.

Mark Kapperman — 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

Kapperman McGarvey Eye Group's EIN is 62-1552614.

EIN 62-1552614

Plan number 001

Plan year 2024

ACK ID 20250707130516NAL0001624979001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Kapperman McGarvey Eye Group from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Kapperman McGarvey Eye Group'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 KAPPERMAN MCGARVEY EYE GROUP.

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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

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (88th percentile).

Plan sponsor

Name

KAPPERMAN MCGARVEY EYE GROUP

EIN

all filings

Address

1720 GUNBARREL RD STE 100 · CHATTANOOGA, TN · 374213192

Phone

(423) 892-2020

Industry

Health Care & Social Assistance

Plan administrator