How big is Trajan J. Soares, O.D.'s plan?

Trajan J. Soares, O.D.'s plan reported $2.0M in assets and 8 participants for 2025.

Original filing (PDF)20260407173013NAL0016299602001

Trajan J. Soares, O.D.

Name: Trajan J. Soares, O.D. — Advanced Eyecare Associates, Form 5500 (2025)
Creator: Trajan J. Soares, O.D.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Advanced Eyecare Associates 401(k) Profit Sharing Plan

401(k) retirement plan · Trajan J. Soares, O.D.'s Advanced Eyecare Associates 401(k) Profit Sharing Plan held $2.0M in plan assets for 8 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.0M

Net assets (EOY)

$2.0M

Plan identifiers

Trajan J. Soares, O.D.'s EIN is 77-0287148.

EIN 77-0287148

Plan number 001

Plan year 2025

ACK ID 20260407173013NAL0016299602001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Trajan J. Soares, O.D. from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Trajan J. Soares, O.D.'s plan includes profit-sharing, a 401(k) feature, a self-directed brokerage window.

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 account-holder ratio — balance-holders per active participant in the top 15% of peers (98th percentile).

Plan sponsor

Name

TRAJAN J. SOARES, O.D.

EIN

all filings

Address

1028 6TH STREET · LOS BANOS, CA · 93635

Phone

(209) 826-1434

Industry

Health Care & Social Assistance

Plan administrator