# Concord Ophthalmologic Associates PA DC Plan
Source: https://planprovider.pro/companies/concord-ophthalmologic-associates-pa-plan

> Concord Ophthalmologic Associates PA's DC plan: 158 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|—|—|—|

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