Original filing (PDF)20231115005933NAL0007355760001

OPTOMETRIC CARE OF OREGON PC

Name: OPTOMETRIC CARE OF OREGON PC — OPTOMETRIC CARE OF OREGON PC 401K PLAN, Form 5500 (2022)
Creator: OPTOMETRIC CARE OF OREGON PC

Form 5500-SF

FILING_RECEIVED

OPTOMETRIC CARE OF OREGON PC 401K PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

Net assets (EOY)

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 OPTOMETRIC CARE OF OREGON PC.

Plan sponsor

Name

OPTOMETRIC CARE OF OREGON PC

EIN

87-1240358

Address

3333 QUALITY DRIVE · RANCHO CORDOVA, CA · 95670

Phone

(800) 852-7600

Industry

Retail Tradesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2022

Plan year begin

2023-01-01

Tax period

2023-01-24

Filed

2023-11-15

Pension benefit codes

2E · Profit-sharing

2G · Total participant-directed accounts

2J · 401(k) feature

2T · Default investment account (QDIA)

3H · Sponsor in controlled / affiliated group

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

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

Service providers (Schedule C)

Small plans don't disclose service providers

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