How big is San Ramon Optometric Group Inc.'s plan?

San Ramon Optometric Group Inc.'s plan reported $3.6M in assets and 8 participants for 2024.

Original filing (PDF)20250613114146NAL0017845713001

San Ramon Optometric Group Inc.

Name: San Ramon Optometric Group Inc. — San Ramon Optometr, Form 5500 (2024)
Creator: San Ramon Optometric Group Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

San Ramon Optometric Group Inc. 401(k) Profit Sharing Plan & Trust

401(k) retirement plan · San Ramon Optometric Group Inc.'s San Ramon Optometric Group Inc. 401(k) Profit Sharing Plan & Trust held $3.6M in plan assets for 8 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.6M

Net assets (EOY)

$3.6M

People on this filing

Joelle CHAN signed San Ramon Optometric Group Inc.'s 2024 Form 5500 as plan administrator.

Joelle CHAN — 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

San Ramon Optometric Group Inc.'s EIN is 68-0526336.

EIN 68-0526336

Plan number 001

Plan year 2024

ACK ID 20250613114146NAL0017845713001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

San Ramon Optometric Group Inc.'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 SAN RAMON OPTOMETRIC GROUP INC.

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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