Original filing (PDF)20230930213706NAL0020700224001

TN DOCTORS OF OPTOMETRY PLLC

Name: TN DOCTORS OF OPTOMETRY PLLC — TN DOCTORS OF OPTOMETRY PLLC 401(K) PLAN, Form 5500 (2022)
Creator: TN DOCTORS OF OPTOMETRY PLLC

Form 5500-SF

FILING_RECEIVED

TN DOCTORS OF OPTOMETRY PLLC 401(K) 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 TN DOCTORS OF OPTOMETRY PLLC.

Plan sponsor

Name

TN DOCTORS OF OPTOMETRY PLLC

EIN

87-2209174

Address

175 E HOUSTON STREET · SAN ANTONIO, TX · 78205

Phone

(210) 228-0718

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

2023-01-17

Filed

2023-09-30

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

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

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