How big is Spencer A. LAU, O.D.'s plan?

Spencer A. LAU, O.D.'s plan reported $7.2M in assets and 3 participants for 2025.

Original filing (PDF)20260502190350NAL0003019840001

Spencer A. LAU, O.D.

Name: Spencer A. LAU, O.D. — Spencer A. LAU, O.D. Profit, Form 5500 (2025)
Creator: Spencer A. LAU, O.D.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Spencer A. LAU, O.D. Profit Sharing Plan

401(k) retirement plan · Spencer A. LAU, O.D.'s Spencer A. LAU, O.D. Profit Sharing Plan held $7.2M in plan assets for 3 participants in 2025.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$7.2M

Net assets (EOY)

$7.2M

People on this filing

Spencer LAU signed Spencer A. LAU, O.D.'s 2025 Form 5500 as plan administrator.

Spencer LAU — 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

Spencer A. LAU, O.D.'s EIN is 94-3267471.

EIN 94-3267471

Plan number 002

Plan year 2025

ACK ID 20260502190350NAL0003019840001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Spencer A. LAU, O.D. from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Spencer A. LAU, O.D.'s plan includes profit-sharing, a 401(k) feature.

Decision-maker contacts

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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