How big is NAPA Valley Optometric Group's plan?

NAPA Valley Optometric Group's plan reported $669K in assets and 18 participants for 2024.

Original filing (PDF)20250708163831NAL0011347714001

NAPA Valley Optometric Group

Name: NAPA Valley Optometric Group — NAPA Valley, Form 5500 (2024)
Creator: NAPA Valley Optometric Group
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

NAPA Valley Optometric Group 401(k) Profit Sharing Plan & Trust

401(k) retirement plan · NAPA Valley Optometric Group's NAPA Valley Optometric Group 401(k) Profit Sharing Plan & Trust held $669K in plan assets for 18 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$669K

Net assets (EOY)

$669K

People on this filing

Samuel Herbert signed NAPA Valley Optometric Group's 2024 Form 5500 as plan administrator.

Samuel Herbert — 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

NAPA Valley Optometric Group's EIN is 68-0365788.

EIN 68-0365788

Plan number 001

Plan year 2024

ACK ID 20250708163831NAL0011347714001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for NAPA Valley Optometric Group from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

NAPA Valley Optometric 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 NAPA VALLEY OPTOMETRIC 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 (98th percentile).

Plan sponsor

Name

NAPA VALLEY OPTOMETRIC GROUP

EIN

all filings

Address

1104 PEAR TREE LN · NAPA, CA · 945586446

Phone

(707) 252-5380

Industry

Health Care & Social Assistance

Plan administrator