Assets by plan
Share of aggregate retirement assets
65%top
Sponsor portfolio
OPT OPTOMETRIC PC
EIN 83-3053360medical practiceLatest filing 2025
Plans
2
Retirement
2
$914K assets
Welfare
0
Participants
10
1415 VALENCIA STREET - SAN FRANCISCO, CA 94110415-572-5500optoptometric.comLinkedIn11-50 employeesmedical practice
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $914K assets / 10 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
OPT OPTOMETRIC PC 401(K) PLAN
401k
Assets$591K
Participants6
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#002
OPT OPTOMETRIC PC DEFINED BENEFIT PLAN & TRUST
TraditionalDB
Assets$323K
Participants4
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | OPT OPTOMETRIC PC 401(K) PLAN | 401k | $591K | 6 | 2025 | |
| 002 | OPT OPTOMETRIC PC DEFINED BENEFIT PLAN & TRUST | TraditionalDB | $323K | 4 | 2025 |
Retirement plans