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Sponsor portfolio

STAMPER OPTOMETRY, INC.

EIN 20-0852093-Health Care and Social Assistance-Latest filing 2024
Plans
2
Retirement
2
$3.5M assets
Welfare
0
Participants
43
2508 MISSION STREET - SAN FRANCISCO, CA 94110415-824-2376
Plans on this EIN
2 filings
#002401k-$2.6M - 29 part#003CashBalance-$958K - 14 part

Retirement portfolio analytics

2 plans aggregated / $3.5M assets / 43 participants

Assets by plan

Share of aggregate retirement assets

73%top
  • STAMPER OPTOMETRY 401(K) (#002)73%
  • CASH BALANCE PLAN (#003)27%
Total $3.5MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • STAMPER OPTOMETRY 401(K) (#002)29
  • CASH BALANCE PLAN (#003)14
Total 43Click row to drill in

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#002

STAMPER OPTOMETRY 401(K) PLAN

401k

Assets$2.6M
Participants29
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003

STAMPER OPTOMETRY CASH BALANCE PLAN

CashBalance

Assets$958K
Participants14
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002STAMPER OPTOMETRY 401(K) PLAN401k$2.6M292024
003STAMPER OPTOMETRY CASH BALANCE PLANCashBalance$958K142024
Retirement plans
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