Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
SILICON VALLEY OPTOMETRY
EIN 46-2644705hospital & health careLatest filing 2025
Plans
2
Retirement
2
$3.0M assets
Welfare
0
Participants
16
10525 S. DE ANZA BLVD, SUITE 190 - CUPERTINO, CA 95014408-725-1900svoptometry.comLinkedIn1-10 employeeshospital & health care
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $3.0M assets / 16 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#001
SILICON VALLEY OPTOMETRY RETIREMENT TRUST
401k
Assets$1.7M
Participants12
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
SILICON VALLEY OPTOMETRY DEFINED BENEFIT PLAN & TRUST
TraditionalDB
Assets$1.3M
Participants4
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | SILICON VALLEY OPTOMETRY RETIREMENT TRUST | 401k | $1.7M | 12 | 2024 | |
| 002 | SILICON VALLEY OPTOMETRY DEFINED BENEFIT PLAN & TRUST | TraditionalDB | $1.3M | 4 | 2025 |
Retirement plans