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SUN CITY OPHTHALMOLOGY ASSOC LLC — THE SUN CITY OPHTHALMOLOGY ASC LLC 401(K) PROFIT SHARING PLAN, Form 5500 (2024) | Form 5500 Search
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Original filing (PDF)
20250922165417NAL0012866450001
SUN CITY OPHTHALMOLOGY ASSOC LLC
Form 5500-SF
FILING_RECEIVED
THE SUN CITY OPHTHALMOLOGY ASC LLC 401(K) PROFIT SHARING PLAN
401(k) retirement plan
Active participants
27
Accounts w/ balance
8
Plan assets (EOY)
$631K
Net assets (EOY)
$631K
Plan health score (directional)
84
/ 100
Grade B
Above-average plan
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
SUN CITY OPHTHALMOLOGY ASSOC LLC
.
Find decision makers
Plan sponsor
Name
SUN CITY OPHTHALMOLOGY ASSOC LLC
EIN
62-1737549
Address
10541 W THUNDERBIRD BLVD · SUN CITY, AZ · 85351
Phone
(623) 933-3402
Industry
Outpatient Care Centers
· Health Care & Social Assistance
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-09-22
Pension benefit codes
3D · Pre-approved plan (master / prototype / VS)
2K · 401(m) arrangement
2J · 401(k) feature
2G · Total participant-directed accounts
2F · ERISA section 404(c)
2E · Profit-sharing
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
Service providers (Schedule C)
Small plans don't disclose service providers
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Knocking points off
Only 30% as many balances as active participants — suggests many active employees aren't deferring.
Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.
—
Trustee phone
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Small plan (5500-SF) — Schedule H data not available.
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