How big is Michael W. Ottati, O.D., Inc.'s plan?

Michael W. Ottati, O.D., Inc.'s plan reported $1.0M in assets and 8 participants for 2025.

Original filing (PDF)20260518090620NAL0009247731001

Michael W. Ottati, O.D., Inc.

Name: Michael W. Ottati, O.D., Inc. — Michael W. Ottati, Form 5500 (2025)
Creator: Michael W. Ottati, O.D., Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Michael W. Ottati, O.D., Inc. 401(k) PS Plan

401(k) retirement plan · Michael W. Ottati, O.D., Inc.'s Michael W. Ottati, O.D., Inc. 401(k) PS Plan held $1.0M in plan assets for 8 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.0M

Net assets (EOY)

$1.0M

People on this filing

Michael Ottati O.D. signed Michael W. Ottati, O.D., Inc.'s 2025 Form 5500 as plan administrator.

Michael Ottati O.D. — 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

Michael W. Ottati, O.D., Inc.'s EIN is 80-0038672.

EIN 80-0038672

Plan number 001

Plan year 2025

ACK ID 20260518090620NAL0009247731001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Michael W. Ottati, O.D., Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Michael W. Ottati, O.D., Inc.'s plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a default investment (QDIA).

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 (88th percentile).

Plan sponsor

Name

MICHAEL W. OTTATI, O.D., INC.

EIN

all filings

Address

2255 YGNACIO VALLEY RD STE C · WALNUT CREEK, CA · 94598

Phone

(925) 933-2600

Industry

Health Care & Social Assistance

Plan administrator