Southern College Of Optometry 403(b) Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: Southern College Of Optometry
  • Sponsor EIN: 620548917
  • Sponsor Address: 1245 MADISON AVENUE, MEMPHIS, TN, 38104
  • Plan Type: 403(b)
  • Plan Number: 002
  • Total Participants: 196
  • Total Assets: $75.9M

Key Plan Design Features

  • Auto-Enrollment: Yes
  • Auto-Escalation: Yes
  • Allows Roth Contributions: No
  • Participant Loans: No
  • Participant-Directed Investments: Yes
  • ERISA Section 404(c) Fiduciary Safe Harbor: Yes

Plan Financials by Year

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
2023196$75.9M$1.7M$927,422
2022208$71.0M$1.6M$867,414

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