· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
TRAJAN J. SOARES, O.D. — ADVANCED EYECARE ASSOCIATES 401(K) PROFIT SHARING PLAN, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20250506104838NAL0006760307001
TRAJAN J. SOARES, O.D.
Form 5500-SF
FILING_RECEIVED
ADVANCED EYECARE ASSOCIATES 401(K) PROFIT SHARING PLAN
401(k) retirement plan
Active participants
9
Accounts w/ balance
21
Plan assets (EOY)
$1.6M
Net assets (EOY)
$1.6M
Plan health score (directional)
89
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
TRAJAN J. SOARES, O.D.
.
Find decision makers
Plan sponsor
Name
TRAJAN J. SOARES, O.D.
EIN
77-0287148
Address
1028 6TH STREET · LOS BANOS, CA · 93635
Phone
(209) 826-1434
Industry
Health Care & Social Assistance
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-05-06
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2R · Participant-directed brokerage (SDBA)
3B · Covers self-employed individuals
3D · Pre-approved plan (master / prototype / VS)
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size Health Care & Social Assistance plans
DR. DOTY AND ASSOCIATES
DR. DOTY AND ASSOCIATES PROFIT SHARING PLAN
$1.6M · 6 participants
ADVANCED FAMILY EYECARE
ADVANCED FAMILY EYECARE 401(K) PLAN
$1.6M · 11 participants
PRUDHOMME VISION LLC
PRUDHOMME VISION 401(K) PLAN
$1.6M · 12 participants
REGIONAL EYECARE ASSOCIATES IN
REGIONAL EYECARE ASSOCIATES IN 401(K) PROFIT SHARING PLAN & TRUST
$1.6M · 102 participants
HENLEY OPTOMETRIC CORPORATION DBA UPLAND EYE CARE INC
UPLAND EYE CARE 401K PLAN
100
Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
$1.6M · 6 participants
JOHN L HENAHAN OD APOC
JOHN L HENAHAN OD APOC CASH BALANCE PLAN
$1.6M · 10 participants
Large plans in California
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND
$215.1B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND E
$190.9B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND F
$188.1B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
RUSSELL 1000 INDEX FUND
$187.7B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
CASH EQUIVALENT FUND II
$125.0B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
BLACKROCK MSCI ACWI EX-US IMI INDEX FUND E
$88.3B
