Plan Snapshot
- Plan Sponsor: Acuity Eyecare Holdings, LLC
- Sponsor EIN: 352582309
- Sponsor Address: 4835 LBJ FREEWAY SUITE 850, DALLAS, TX, 75244
- Plan Type: 401(k)
- Total Participants: 4,353
- Total Assets: $102.4M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 4,353 | $102.4M | $7.1M | $15.8M |
| 2023 | 3,858 | $71.4M | $5.3M | $11.9M |
| 2022 | 2,789 | $45.9M | $3.9M | $8.5M |
Service Providers (Schedule C)
Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).
| Provider Name | Role | Direct Compensation | Indirect Compensation | Total Fees |
|---|---|---|---|---|
| BAKER TILLY US, LLP | Auditor | $20,425 | — | $20,425 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- BAKER TILLY US, LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $20,425
- Estimated Expense Ratio: 0.020% of plan assets
Historical Administrative Expenses
Breakdown of administrative expense categories reported on Form 5500 filings.
| Year | Total Admin Expenses | Investment Mgmt Fees | Contract Admin Fees | IQPA Audit Fees | Professional Fees |
|---|---|---|---|---|---|
| 2024 | $341,179 | $111,155 | $300 | $20,425 | — |
| 2023 | $260,771 | $93,416 | — | — | — |
| 2022 | $199,509 | — | — | — | — |