Original filing (PDF)20251013112548NAL0000543683001

KELLEY EYE, LLC

Name: KELLEY EYE, LLC — EYE ASSOCIATES OF WINTER PARK, PA 401(K) PROFIT SHARING PLAN, Form 5500 (2024)
Creator: KELLEY EYE, LLC

Form 5500-SF

FILING_RECEIVED

EYE ASSOCIATES OF WINTER PARK, PA 401(K) PROFIT SHARING PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$594K

Net assets (EOY)

$594K

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.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for KELLEY EYE, LLC.

Plan sponsor

Name

KELLEY EYE, LLC

DBA

EYE ASSOCIATES OF WINTER PARK

EIN

88-2922298

Address

1928 HOWELL BRANCH RD. · WINTER PARK, FL · 32792

Phone

(407) 671-5445

Industry

Offices of Physicians· Health Care & Social Assistancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-13

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

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

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Offices of Physicians plans

FRITZ E. BARTON, JR., M.D., P.A.

FRITZ E. BARTON, JR., M.D., P.A. 401(K) PLAN

$594K · 5 participants

MOHAMMED S. REHMANI INTERNAL MEDICINE PC

MOHAMMED S. REHMANI INTERNAL MEDICINE PC CASH BALANCE PENSION PLAN

$594K · 1 participants

GEM HEALTH & WELLNESS, PC DBA COMPLETELY WELL HEALTH & WELLNESS, PC

GEM HEALTH & WELLNESS, PC 401(K) PLAN

$594K · 3 participants

FAMILY CARE CLINIC OF FRESNO

FAMILY CARE CLINIC OF FRESNO 401(K) PLAN

$594K · 7 participants

LONG ISLAND OPHTHALMIC CARE PLLC