# American Vision Group LLC 401(k) Plan
Source: https://planprovider.pro/companies/american-vision-group-llc-401k-plan

> American Vision Group LLC's 401(k) plan: 199 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** American Vision Group LLC

- **Sponsor EIN:** 832136533

- **Sponsor Address:** 192 NE 168 STREET, MIAMI, FL, 33162

- **Plan Type:** 401(k)

- **Total Participants:** 199

- **Total Assets:** $2.7M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** Yes

- **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|199|$2.7M|$0|$323,763|

| 2022|189|$2.0M|$313,600|$423,376|

## 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|

| FINANCIAL DESIGNS WEALTH MANAGEMENT|NONE|$14,728|—|$14,728|

| NATIONWIDE|RECORDKEEPER|$13,191|—|$13,191|

| GILLIAM BELL MOSER LLP|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [NATIONWIDE](https://planprovider.pro/provider/nationwide-mutual-insurance-company) — RECORDKEEPER

- [GILLIAM BELL MOSER LLP](https://planprovider.pro/provider/gilliam-bell-moser-llp) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $27,919

- **Estimated Expense Ratio:** 1.034% 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|$39,080|—|—|—|—|

| 2022|$23,277|$9,209|$14,068|—|—|

## Similar Plans

- [Communications International, INC.](https://planprovider.pro/companies/communications-international-inc-401k-plan) — 197 participants

- [Ami Locals LLC](https://planprovider.pro/companies/ami-locals-llc-plan) — 202 participants

- [Craig Technical Consulting, INC.](https://planprovider.pro/companies/craig-technical-consulting-inc-401k-plan-001) — 195 participants

- [Horizons Of Okaloosa County, INC. Dba The Arc Of The Emerald Coast](https://planprovider.pro/companies/horizons-of-okaloosa-county-inc-dba-the-arc-of-the-emerald-coast-plan) — 195 participants

- [Universal Insurance Managers, INC](https://planprovider.pro/companies/universal-insurance-managers-inc-plan-001) — 195 participants

- [The Rockhill Group, INC.](https://planprovider.pro/companies/the-rockhill-group-inc-401k-plan) — 194 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/american-vision-group-llc-401k-plan)

© 2026 PlanProvider.Pro