Original filing (PDF)20250603180139NAL0018627328001

JASON A SIFRIT OD FAAO & ASSOC I

Name: JASON A SIFRIT OD FAAO & ASSOC I — SIFRIT & ASSOCIATES RETIREMENT PLAN, Form 5500 (2024)
Creator: JASON A SIFRIT OD FAAO & ASSOC I

Form 5500-SF

FILING_RECEIVED

SIFRIT & ASSOCIATES RETIREMENT PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$380K

Net assets (EOY)

$380K

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 JASON A SIFRIT OD FAAO & ASSOC I.

Plan sponsor

Name

JASON A SIFRIT OD FAAO & ASSOC I

EIN

94-3438395all filings

Address

2310 E VALLEY ST · SEATTLE, WA · 98112

Phone

(425) 235-9911

Industry

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

2025-06-03

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2S · Automatic enrollment

2T · Default investment account (QDIA)

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Health Care & Social Assistance plans

DONCH AND BAKER OD EYE DOCTORS O

EYE DOCTORS OF MADISON 401(K) PLAN

$380K · 6 participants

WINSTON SALEM OPTOMETRIC

WINSTON SALEM OPTOMETRIC 401K PLAN

$380K · 22 participants

MCWILLIAMS VISION CARE

MCWILLIAMS VISION CARE 401(K) PLAN

$381K · 7 participants

KERRY K ASSIL MD INC DBA ASSIL GAUR EYE INSTITUTE

KERRY K ASSIL MD INC 401(K) PLAN

$381K · 34 participants

ENTERPRISE OPTOMETRY GROUP INC

ENTERPRISE OPTOMETRY GROUP INC 401(K) PROFIT SHARING PLAN

Researching more plans? Run a Form 5500 search by company name, EIN, or plan name.