Plan Snapshot
- Plan Sponsor: Concord Ophthalmologic Associates PA
- Sponsor EIN: 020339119
- Sponsor Address: 248 PLEASANT ST STE 1600, CONCORD, NH, 03301
- Plan Type: DC
- Total Participants: 158
- Total Assets: $31.6M
Key Plan Design Features
- Auto-Enrollment: No
- 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 | 158 | $31.6M | $681,185 | $692,804 |
| 2023 | 132 | $26.6M | $744,955 | $710,097 |
| 2022 | 132 | $21.8M | $673,541 | $597,794 |
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 |
|---|---|---|---|---|
| NATHAN WESCHLER & CO,PA | Auditor | — | — | $0 |
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 | $4,741 | $2,872 | — | — | — |
| 2023 | $5,034 | $3,240 | — | — | — |
| 2022 | $4,954 | $3,104 | — | — | — |