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Sponsor portfolio

VISION DESIGN OPTOMETRY

EIN 81-3957502-retail-Latest filing 2025
Plans
2
Retirement
2
$538K assets
Welfare
0
Participants
5
517 E CAMBELL AVE. - CAMPBELL, CA 95008215-796-8118visiondesignoptometry.comLinkedIn1-10 employeesretail
Plans on this EIN
2 filings
#002TraditionalDB-$308K - 3 part#001401k-$230K - 2 part

Retirement portfolio analytics

2 plans aggregated / $538K assets / 5 participants

Assets by plan

Share of aggregate retirement assets

57%top
  • PLAN & TRUST (#002)57%
  • PLAN & TRUST (#001)43%
Total $538KClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PLAN & TRUST (#002)3
  • PLAN & TRUST (#001)2
Total 5Click 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

VISION DESIGN OPTOMETRY DEFINED BENEFIT PLAN & TRUST

TraditionalDB

Assets$308K
Participants3
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

VISION DESIGN OPTOMETRY 401(K) PLAN & TRUST

401k

Assets$230K
Participants2
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002VISION DESIGN OPTOMETRY DEFINED BENEFIT PLAN & TRUSTTraditionalDB$308K32025
001VISION DESIGN OPTOMETRY 401(K) PLAN & TRUST401k$230K22024
Retirement plans
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