Plan Snapshot
- Plan Sponsor: Chesapeake Eye Care Management,
- Sponsor EIN: 821735145
- Sponsor Address: 2661 RIVA RD BLDG. 1000, ANNAPOLIS, MD, 21401
- Plan Type: 401(k)
- Total Participants: 1,108
- Total Assets: $56.0M
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 | 1,108 | $56.0M | $502,664 | $5.1M |
| 2023 | 1,066 | $50.0M | $447,822 | $4.5M |
| 2022 | 1,093 | $41.2M | $408,141 | $3.8M |
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 |
|---|---|---|---|---|
| RSM US LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- RSM US 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 | $159,446 | $121,832 | — | — | — |
| 2023 | $113,738 | $87,861 | — | — | — |
| 2022 | $103,506 | — | — | — | — |