How big is San Marino Optometry's plan?

San Marino Optometry's plan reported $123K in assets and 7 participants for 2024.

Original filing (PDF)20251002230128NAL0002226178001

San Marino Optometry

Name: San Marino Optometry — San Marino Optometry, Form 5500 (2024)
Creator: San Marino Optometry
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

San Marino Optometry Retirement Trust

401(k) retirement plan · San Marino Optometry's San Marino Optometry Retirement Trust held $123K in plan assets for 7 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$123K

Net assets (EOY)

$123K

People on this filing

Plan Sponsor signed San Marino Optometry'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

San Marino Optometry's EIN is 81-4246766.

EIN 81-4246766

Plan number 001

Plan year 2024

ACK ID 20251002230128NAL0002226178001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for San Marino Optometry from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

San Marino Optometry's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, 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 SAN MARINO OPTOMETRY.

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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