How big is LISA Stafford, OD PC's plan?

LISA Stafford, OD PC's plan reported $272K in assets and 4 participants for 2024.

Original filing (PDF)20250720022825NAL0000006434001

LISA Stafford, OD PC

Name: LISA Stafford, OD PC — LISA Stafford, OD PC, Form 5500 (2024)
Creator: LISA Stafford, OD PC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

LISA Stafford, OD PC Retirement Trust

401(k) retirement plan · LISA Stafford, OD PC's LISA Stafford, OD PC Retirement Trust held $272K in plan assets for 4 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$272K

Net assets (EOY)

$272K

People on this filing

Plan Sponsor signed LISA Stafford, OD PC's 2024 Form 5500 as plan administrator.

Plan Sponsor — 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

LISA Stafford, OD PC's EIN is 81-0555328.

EIN 81-0555328

Plan number 001

Plan year 2024

ACK ID 20250720022825NAL0000006434001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for LISA Stafford, OD PC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

LISA Stafford, OD PC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for LISA STAFFORD, OD PC.

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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