Original filing (PDF)20231014160647NAL0071008850001

BROOKSIDE OPTOMETRIC GROUP

Name: BROOKSIDE OPTOMETRIC GROUP — BROOKSIDE OPTOMETRIC GROUP 401(K) PROFIT SHARING PLAN, Form 5500 (2022)
Creator: BROOKSIDE OPTOMETRIC GROUP

Form 5500-SF

FILING_RECEIVED

BROOKSIDE OPTOMETRIC GROUP 401(K) PROFIT SHARING 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 BROOKSIDE OPTOMETRIC GROUP.

Plan sponsor

Name

BROOKSIDE OPTOMETRIC GROUP

EIN

94-2578088

Address

3133 WEST MARCH LANE, SUITE 2020 · STOCKTON, CA · 95219

Phone

(209) 477-2015

Industry

Health Care & Social Assistancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2022

Plan year begin

2023-01-01

Tax period

2023-08-31

Filed

2023-10-14

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

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

2T · Default investment account (QDIA)

2R · Participant-directed brokerage (SDBA)

Service providers (Schedule C)

Small plans don't disclose service providers

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