How big is Garret B. Louie, OD's plan?

Garret B. Louie, OD's plan reported $3.4M in assets and 4 participants for 2024.

Original filing (PDF)20250718073754NAL0001311713001

Garret B. Louie, OD

Name: Garret B. Louie, OD — Garret B. Louie, OD 401(k), Form 5500 (2024)
Creator: Garret B. Louie, OD
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Garret B. Louie, OD 401(k) Plan

401(k) retirement plan · Garret B. Louie, OD's Garret B. Louie, OD 401(k) Plan held $3.4M in plan assets for 4 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.4M

Net assets (EOY)

$3.4M

Plan identifiers

Garret B. Louie, OD's EIN is 68-0478822.

EIN 68-0478822

Plan number 001

Plan year 2024

ACK ID 20250718073754NAL0001311713001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Garret B. Louie, OD from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Garret B. Louie, OD's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature.

Decision-maker contacts

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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 average account balance (91st percentile).
High account-holder ratio — balance-holders per active participant in the top 15% of peers (90th percentile).

Plan sponsor

Name

GARRET B. LOUIE, OD

EIN

all filings

Address

2225 BUCHANAN ROAD, SUITE B · ANTIOCH, CA · 94509

Phone

(925) 757-6707

Industry

Health Care & Social Assistance

Plan administrator