How big is California Optometric Association's plan?

California Optometric Association's plan reported $3.7M in assets and 6 participants for 2025.

Original filing (PDF)20260521094608NAL0004861170001

California Optometric Association

Name: California Optometric Association — California, Form 5500 (2025)
Creator: California Optometric Association
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

California Optometric Assoc. 401(k) PS Plan

401(k) retirement plan · California Optometric Association's California Optometric Assoc. 401(k) PS Plan held $3.7M in plan assets for 6 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.7M

Net assets (EOY)

$3.7M

People on this filing

Louise McAtee signed California Optometric Association's 2025 Form 5500 as plan administrator.

Louise McAtee — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

California Optometric Association's EIN is 94-1017064.

EIN 94-1017064

Plan number 002

Plan year 2025

ACK ID 20260521094608NAL0004861170001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for California Optometric Association from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

California Optometric Association's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for CALIFORNIA OPTOMETRIC ASSOCIATION.

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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 (93rd percentile).

Plan sponsor

Name

CALIFORNIA OPTOMETRIC ASSOCIATION

EIN

all filings

Address

2701 DEL PASO RD · 130-398 · SACRAMENTO, CA · 95835

Phone

(209) 645-5268

Industry

Other Services (ex. Public Admin)

Plan administrator