Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
ALI O.D. AND PATEL O.D., PROFESSIONAL OPTOMETRIC CORPORATION
EIN 26-3837642Health Care and Social AssistanceLatest filing 2025
Plans
2
Retirement
2
$4.1M assets
Welfare
0
Participants
30
685 VIA BANDOLERO - ARROYO GRANDE, CA 93420805-459-4819
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $4.1M assets / 30 participantsParticipants by plan
Active + retired + deferred vested
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#002
ALI O.D. AND PATEL O.D., PROFESSIONAL OPTOMETRIC CORPORATION CASH BALANCE PLAN
CashBalance
Assets$2.2M
Participants14
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
ALI O.D. AND PATEL O.D., PROFESSIONAL OPTOMETRIC CORPORATION 401(K) PROFIT SHARING PLAN
401k
Assets$1.9M
Participants16
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | ALI O.D. AND PATEL O.D., PROFESSIONAL OPTOMETRIC CORPORATION CASH BALANCE PLAN | CashBalance | $2.2M | 14 | 2025 | |
| 001 | ALI O.D. AND PATEL O.D., PROFESSIONAL OPTOMETRIC CORPORATION 401(K) PROFIT SHARING PLAN | 401k | $1.9M | 16 | 2025 |
Retirement plans