Original filing (PDF)20250929104923NAL0026534370001

OPHTHALMIC SURGEONS & PHYSICIANS, LTD.

Name: OPHTHALMIC SURGEONS & PHYSICIANS, LTD. — OPHTHALMIC SURGEONS & PHYSICIANS, LTD. 401(K) PLAN, Form 5500 (2024)
Creator: OPHTHALMIC SURGEONS & PHYSICIANS, LTD.

Form 5500-SF

FILING_RECEIVED

OPHTHALMIC SURGEONS & PHYSICIANS, LTD. 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$4.8M

Net assets (EOY)

$4.8M

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for OPHTHALMIC SURGEONS & PHYSICIANS, LTD..

Plan sponsor

Name

OPHTHALMIC SURGEONS & PHYSICIANS, LTD.

EIN

86-0335255

Address

3200 S. COUNTRY CLUB WAY · TEMPE, AZ · 85282

Phone

(480) 839-0206

Industry

Offices of Physicians· Health Care & Social Assistancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

003

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-09-29

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2J · 401(k) feature

2K · 401(m) arrangement

2F · ERISA section 404(c)

2G · Total participant-directed accounts

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

2R · Participant-directed brokerage (SDBA)

Service providers (Schedule C)

Small plans don't disclose service providers

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