# Associated Ophthalmologists, Ltd. 401(k) Plan
Source: https://planprovider.pro/companies/associated-ophthalmologists-ltd-401k-plan

> Associated Ophthalmologists, Ltd.'s 401(k) plan: 116 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Associated Ophthalmologists, Ltd.

- **Sponsor EIN:** 860212380

- **Sponsor Address:** 2111 E HIGHLAND AVE, SUITE 240, PHOENIX, AZ, 85016

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

- **Total Participants:** 116

- **Total Assets:** $21.5M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** Yes

- **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|116|$21.5M|$327,027|$584,458|

| 2023|130|$16.1M|$295,466|$546,800|

| 2022|130|$14.5M|$268,031|$522,518|

## 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|

| ANDERS MINKLER HUNER & HELM LLP|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [ANDERS MINKLER HUNER & HELM LLP](https://planprovider.pro/provider/anders-minkler-huber-and-helm-llp) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $0

### 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|$18,630|—|—|—|—|

| 2023|$15,875|—|—|—|—|

| 2022|$16,310|—|—|—|$16,310|

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