How big is Jonathan Joe O.D., a PROF. Optometric Corp.'s plan?

Jonathan Joe O.D., a PROF. Optometric Corp.'s plan reported $1.7M in assets and 3 participants for 2025.

Original filing (PDF)20260410170847NAL0014638240001

Jonathan Joe O.D., a PROF. Optometric Corp.

Name: Jonathan Joe O.D., a PROF. Optometric Corp. — Form 5500 Plan 001 (2025)
Creator: Jonathan Joe O.D., a PROF. Optometric Corp.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Jonathan Joe O.D., a Professional Optometric Corp. Retirement Plan

401(k) retirement plan · Jonathan Joe O.D., a PROF. Optometric Corp.'s Jonathan Joe O.D., a Professional Optometric Corp. Retirement Plan held $1.7M in plan assets for 3 participants in 2025.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.7M

Net assets (EOY)

$1.7M

Plan identifiers

Jonathan Joe O.D., a PROF. Optometric Corp.'s EIN is 95-4886529.

EIN 95-4886529

Plan number 001

Plan year 2025

ACK ID 20260410170847NAL0014638240001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Jonathan Joe O.D., a PROF. Optometric Corp. from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Jonathan Joe O.D., a PROF. Optometric Corp.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for JONATHAN JOE O.D., A PROF. OPTOMETRIC CORP..

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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