Original filing (PDF)20250915203554NAL0001799104002

DIANA D. HUA, O.D., P.A.

Name: DIANA D. HUA, O.D., P.A. — DIANA D. HUA, O.D., P.A. DBA EYE SITE RETIREMENT TRUST, Form 5500 (2024)
Creator: DIANA D. HUA, O.D., P.A.

Form 5500-SF

FILING_RECEIVED

DIANA D. HUA, O.D., P.A. DBA EYE SITE RETIREMENT TRUST

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$112K

Net assets (EOY)

$112K

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

Knocking points off

Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (11th percentile).

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (90th percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for DIANA D. HUA, O.D., P.A..

Plan sponsor

Name

DIANA D. HUA, O.D., P.A.

DBA

EYE SITE

EIN

82-0548848

Address

969 SAM RAYBURN TOLLWAY · SUITE 110 · ALLEN, TX · 75013

Phone

(972) 396-2015

Industry

All Other Professional Services· Professional & Technical Servicessee 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

2025-09-15

Pension benefit codes

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)

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size All Other Professional Services plans

NAPA FOOT AND ANKLE INC

NAPA FOOT AND ANKLE INC 401(K) PROFIT SHARING PLAN & TRUST

$112K · 2 participants

BETTER FUTURE PROJECT

BETTER FUTURE PROJECT 401(K) PROFIT SHARING PLAN & TRUST

$112K · 14 participants

BUIGE CONSULTING LLC

BUIGE CONSULTING LLC 401(K) PROFIT SHARING PLAN & TRUST

$112K · 1 participants

QACE ALLIANCE ENTERPRISE INC

Q ACE ALLIANCE ENTERPRISE INC

$112K · 2 participants

TRICKLESTAR INC

TRICKLESTAR INC 401(K) PROFIT SHARING PLAN & TRUST