Original filing (PDF)20250717154918NAL0000298067001

DR. KINGMAN LOUIE + DR. ROXANNE LEE OPTO

Name: DR. KINGMAN LOUIE + DR. ROXANNE LEE OPTO — DR. KINGMAN LOUIE + DR. ROXANNE LEE OPTO 401(K) PLAN, Form 5500 (2024)
Creator: DR. KINGMAN LOUIE + DR. ROXANNE LEE OPTO

Form 5500-SF

FILING_RECEIVED

DR. KINGMAN LOUIE + DR. ROXANNE LEE OPTO 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$469K

Net assets (EOY)

$469K

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).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for DR. KINGMAN LOUIE + DR. ROXANNE LEE OPTO.

Plan sponsor

Name

DR. KINGMAN LOUIE + DR. ROXANNE LEE OPTO

EIN

94-2640162all filings

Address

9098 LAGUNA MAIN STREET #3 · ELK GROVE, CA · 95758

Phone

(916) 421-3500

Industry

Health Care & Social Assistancesee all

Plan administrator