How big is Kennedy + Watson Optometry's plan?

Kennedy + Watson Optometry's plan reported $803K in assets and 6 participants for 2024.

Original filing (PDF)20250730234802NAL0004660465001

Kennedy + Watson Optometry

Name: Kennedy + Watson Optometry — For Your EYES ONLY, Form 5500 (2024)
Creator: Kennedy + Watson Optometry
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

For Your EYES ONLY Optometry Retirement Plan

401(k) retirement plan · Kennedy + Watson Optometry's For Your EYES ONLY Optometry Retirement Plan held $803K in plan assets for 6 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$803K

Net assets (EOY)

$796K

Plan identifiers

Kennedy + Watson Optometry's EIN is 87-3316134.

EIN 87-3316134

Plan number 002

Plan year 2024

ACK ID 20250730234802NAL0004660465001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Kennedy + Watson Optometry's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for KENNEDY + WATSON 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

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (92nd percentile).

Plan sponsor

Name

KENNEDY + WATSON OPTOMETRY

EIN

all filings

Address

552 CASTRO STREET · SAN FRANCISCO, CA · 94114

Phone

(415) 626-0858

Industry

Health Care & Social Assistance

Plan administrator