How big is Envision Optometry's plan?

Envision Optometry's plan reported $61K in assets and 6 participants for 2024.

Original filing (PDF)20250912112152NAL0000751827001

Envision Optometry

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

Form 5500-SF

FILING_RECEIVED

Envision Optometry Retirement Trust

401(k) retirement plan · Envision Optometry's Envision Optometry Retirement Trust held $61K in plan assets for 6 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$61K

Net assets (EOY)

$61K

People on this filing

Plan Sponsor signed Envision 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

Envision Optometry's EIN is 86-2953440.

EIN 86-2953440

Plan number 001

Plan year 2024

ACK ID 20250912112152NAL0000751827001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Envision 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 ENVISION 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