· 2022–2024 · DOL EFAST2

EDMOND REGIONAL EYE ASSOCIATES, INC. — EDMOND REGIONAL EYE ASSOCIATES 401(K) PLAN, Form 5500 (2024) | Form 5500 Search

Original filing (PDF)20251022080535NAL0001962768001

EDMOND REGIONAL EYE ASSOCIATES, INC.

Form 5500-SF

FILING_RECEIVED

EDMOND REGIONAL EYE ASSOCIATES 401(K) PLAN

401(k) retirement plan

Active participants

9

Accounts w/ balance

17

Plan assets (EOY)

$1.2M

Net assets (EOY)

$1.2M

Plan health score

89

/ 100

Grade A

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

60

Vendor & structure

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for EDMOND REGIONAL EYE ASSOCIATES, INC..

Plan sponsor

Name

EDMOND REGIONAL EYE ASSOCIATES, INC.

EIN

73-1062572

Address

920 S. BRYANT · SUITE 100 · EDMOND, OK · 73034

Phone

(405) 341-4238

Industry

Offices of Physicians· Health Care & Social Assistancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-07-01

Tax period

2025-06-30

Filed

2025-10-22

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

3D · Pre-approved plan (master / prototype / VS)

2G · Total participant-directed accounts

2J · 401(k) feature

2F · ERISA section 404(c)

2T · Default investment account (QDIA)

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

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