Capital Vision Services, LLC 401(k) Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: Capital Vision Services, LLC
  • Sponsor EIN: 522329284
  • Sponsor Address: 8614 WESTWOOD CENTER DRIVE, VIENNA, VA, 221822442
  • Plan Type: 401(k)
  • Total Participants: 7,718
  • Total Assets: $194.2M

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

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
20247,718$194.2M$7.5M$24.8M
20237,095$169.5M$5.7M$22.4M
20227,243$135.5M$6.1M$21.0M

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
PRICE WATERHOUSE COOPERS LLPAuditor$0

Verified Provider Profiles

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

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$445,102$93,398$351,704
2023$393,965$74,765$319,200
2022$387,708$74,586$313,122

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