Plan Snapshot
- Plan Sponsor: Alcon Vision, LLC
- Sponsor EIN: 752252369
- Sponsor Address: 6201 SOUTH FREEWAY, FORT WORTH, TX, 76134
- Plan Type: DB
- Total Participants: 288
- Total Assets: $71.6M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 288 | $71.6M | $5.0M | $0 |
| 2023 | 325 | $73.5M | $10.0M | $0 |
| 2022 | 366 | $64.5M | $0 | $0 |
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 | $19,950 | — | $19,950 |
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: $19,950
- Estimated Expense Ratio: 0.028% 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 | $878,143 | $262,833 | — | $19,950 | — |
| 2023 | $1,586,643 | $275,513 | — | $9,483 | — |
| 2022 | $1,060,763 | $338,435 | — | — | $136,324 |