Original filing (PDF)20251008113944NAL0009676256001

THE SMITH-KETTLEWELL EYE RESEARCH INSTITUTE

Name: THE SMITH-KETTLEWELL EYE RESEARCH INSTITUTE — THE SMITH-KETTLEWELL EYE RESEARCH INSTITUTE 401(K) RETIREMENT PLAN, Form 5500 (2024)
Creator: THE SMITH-KETTLEWELL EYE RESEARCH INSTITUTE

Form 5500-SF

FILING_RECEIVED

THE SMITH-KETTLEWELL EYE RESEARCH INSTITUTE 401(K) RETIREMENT PLAN

Defined-contribution retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$14.5M

Net assets (EOY)

$14.5M

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 THE SMITH-KETTLEWELL EYE RESEARCH INSTITUTE.

Plan sponsor

Name

THE SMITH-KETTLEWELL EYE RESEARCH INSTITUTE

EIN

94-6127237

Address

2318 FILLMORE STREET · SAN FRANCISCO, CA · 94115

Phone

(415) 345-2000

Industry

Professional & Technical Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-08

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2K · 401(m) arrangement

2T · Default investment account (QDIA)

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

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

Service providers (Schedule C)

Small plans don't disclose service providers

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