How big is Livermore Optometry Group's plan?

Livermore Optometry Group's plan reported $2.2M in assets and 29 participants for 2024.

Original filing (PDF)20251010112110NAL0017775218001

Livermore Optometry Group

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

Form 5500-SF

FILING_RECEIVED

Livermore Optometry Group 401(k) Plan

401(k) retirement plan · Livermore Optometry Group's Livermore Optometry Group 401(k) Plan held $2.2M in plan assets for 29 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.2M

Net assets (EOY)

$2.2M

People on this filing

Richard Tatum signed Livermore Optometry Group's 2024 Form 5500 as plan administrator.

Richard Tatum — 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

Livermore Optometry Group's EIN is 81-5396161.

EIN 81-5396161

Plan number 001

Plan year 2024

ACK ID 20251010112110NAL0017775218001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Livermore Optometry Group's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for LIVERMORE OPTOMETRY GROUP.

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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