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IN FOCUS OPTOMETRY, INC. — IN FOCUS OPTOMETRY, INC. SAFE HARBOR 401K PLAN, Form 5500 (2024) | Form 5500 Search
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Original filing (PDF)
20250627192016NAL0014169120001
IN FOCUS OPTOMETRY, INC.
Form 5500-SF
FILING_RECEIVED
IN FOCUS OPTOMETRY, INC. SAFE HARBOR 401K PLAN
401(k) retirement plan
Active participants
2
Accounts w/ balance
10
Plan assets (EOY)
$1.3M
Net assets (EOY)
$1.3M
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
IN FOCUS OPTOMETRY, INC.
.
Find decision makers
Plan sponsor
Name
IN FOCUS OPTOMETRY, INC.
EIN
77-0524246
Address
1375 BLOSSOM HILL RD · STE 7 · SAN JOSE, CA · 95118
Phone
(408) 264-1264
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
2025-06-27
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
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SALGANIK OPTICAL, INC.
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MORRISON OPTOMETRIC ASSOCIATES, PA.
MORRISON OPTOMETRIC ASSOCIATES, PA. 401(K) 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.
$1.4M · 28 participants
SUNSET EYECARE, P.C.
SUNSET EYECARE 401(K) PLAN
$1.4M · 12 participants
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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
