Original filing (PDF)20250501110056NAL0003098417001

B CHO OPTOMETRY PLLC

Name: B CHO OPTOMETRY PLLC — B CHO OPTOMETRY PLLC 401(K) PROFIT SHARING PLAN & TRUST, Form 5500 (2024)
Creator: B CHO OPTOMETRY PLLC

Form 5500-SF

FILING_RECEIVED

B CHO OPTOMETRY PLLC 401(K) PROFIT SHARING PLAN & TRUST

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$124K

Net assets (EOY)

$124K

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.

Decision-maker contacts

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

Plan sponsor

Name

B CHO OPTOMETRY PLLC

EIN

82-4686462all filings

Address

5 BELLPORT LN · BELLPORT, NY · 117132748

Phone

(631) 286-4014

Industry

Health Care & Social Assistancesee 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

2025-05-01

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2S · Automatic enrollment

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Health Care & Social Assistance plans

NATALIA RAEVA, OD PC

NATALIA RAEVA OD PC 401K PROFIT SHARING PLAN

$125K · 2 participants

SHANDLEY @ CO., LLC.

SHANDLEY & CO. 401(K) PLAN

$124K · 15 participants

LIN YUAN CHIAO OD PROFESSIONAL CORPORATION

LIN YUAN CHIAO OD PROFESSIONAL 401(K) PLAN

$123K · 5 participants

CENTRAL OPTIX INC.

CENTRAL OPTIX INC. 401(K) PLAN

$125K · 8 participants

VALLEY VISION CARE LLC

VALLEY VISION CARE LLC 401K PLAN

$122K · 17 participants

Researching more plans? Run a Form 5500 lookup by company name, EIN, or plan name.