· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
EXCEL EYE CENTER — EXCEL EYE CENTER CASH BALANCE PLAN #2, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20250721134514NAL0000712451001
EXCEL EYE CENTER
Form 5500-SF
FILING_RECEIVED
EXCEL EYE CENTER CASH BALANCE PLAN #2
Defined-benefit pension plan
Active participants
74
Accounts w/ balance
—
Plan assets (EOY)
$3.8M
Net assets (EOY)
$3.8M
Plan health score (directional)
89
/ 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
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
EXCEL EYE CENTER
.
Find decision makers
Plan sponsor
Name
EXCEL EYE CENTER
EIN
87-0283576
Address
1735 NORTH STATE STREET · PROVO, UT · 84604
Phone
(801) 379-2910
Industry
Offices of Physicians
· Health Care & Social Assistance
see 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
2025-07-21
Pension benefit codes
1C · Cash balance or similar hybrid DB
1H · PBGC-terminated and closed out
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size Offices of Physicians plans
DAVID S.G. CHA, M.D., A SOLE PROPRIETOR
DAVID S.G. CHA, M.D., A SOLE PROPRIETOR PROFIT SHARING PLAN
$3.8M · 4 participants
DANIEL N. BLUM MD
DANIEL N. BLUM PROFIT SHARING PLAN
$3.8M · 3 participants
JAMES M. PLATIS, JR., M.D., LTD.
COSMEDIC SKIN AND BODY CLINIC, LTD. 401(K) PLAN
$3.8M · 2 participants
MARTIN SCHLUSSELBERG, M.D. SOLE PROP
MARTIN SCHLUSSELBERG, M.D., SOLE PROPRIETOR DEFINED BENEFIT PENSION PLAN
$3.8M · 3 participants
ALI R. NAMAZIE, M. D. , A MEDICAL GROUP, INC.
100
Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.
A.R.N. MED DEFINED BENEFIT PENSION PLAN
$3.8M · 5 participants
FARMER, HOUSE, OSUNA & OLVERA, P.C
FARMER, HOUSE, OSUNA & OLVERA, P.C SAVINGS PLAN
$3.8M · 37 participants
Large plans in Utah
DESERET MUTUAL BENEFIT ADMINISTRATORS
DESERET MUTUAL MASTER RETIREMENT PLAN
$7.1B · 9,784 participants
INTERMOUNTAIN HEALTH CARE, INC.
INTERMOUNTAIN HEALTH 401(K) PLAN
$6.8B · 69,032 participants
DESERET MUTUAL BENEFIT ADMINISTRATORS
DESERET 401(K) PLAN
$6.1B · 25,752 participants
INTERMOUNTAIN HEALTH CARE, INC.
INTERMOUNTAIN HEALTHCARE PENSION PLAN
$3.4B · 25,307 participants
ZIONS BANCORPORATION, NATIONAL ASSOCIATION
ZIONS BANCORPORATION, N.A. PAYSHELTER 401K AND EMPLOYEE STOCK OWNERSHIP PLAN
$1.9B · 10,518 participants
SKYWEST, INC.
SKYWEST, INC. EMPLOYEES' RETIREMENT PLAN
$1.4B · 15,517 participants
