Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
WESLEY OPTOMETRY, P.C.
EIN 63-1127111Health Care and Social AssistanceLatest filing 2024
Plans
2
Retirement
2
$42K assets
Welfare
0
Participants
14
302 OAKHILL ROAD - JASPER, AL 355047465205-221-7779
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $42K assets / 14 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#003
WESLEY OPTOMETRY 401(K) PLAN
401k
Assets$41K
Participants14
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
WESLEY OPTOMETRY, P.C. 401(K) PROFIT SHARING PLAN
401k
Assets$937
Participants0
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 003 | WESLEY OPTOMETRY 401(K) PLAN | 401k | $41K | 14 | 2024 | |
| 002 | WESLEY OPTOMETRY, P.C. 401(K) PROFIT SHARING PLAN | 401k | $937 | 0 | 2024 |
Retirement plans