Plan Snapshot
- Plan Sponsor: Edina Eye Physicians & Surgeons, P.A. Dba Twin Cities Eye Consultants
- Sponsor EIN: 410947717
- Sponsor Address: 7450 FRANCE AVE S, EDINA, MN, 55435
- Plan Type: 401(k)
- Total Participants: 151
- Total Assets: $25.9M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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 | 151 | $25.9M | $771,969 | $991,560 |
| 2023 | 151 | $23.8M | $665,918 | $860,337 |
| 2022 | 151 | $20.2M | $791,620 | $791,401 |
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 |
|---|---|---|---|---|
| LB CARLSON | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- LB CARLSON — 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 | $133,170 | $120,977 | — | — | — |
| 2023 | $119,752 | $34,056 | $300 | — | — |
| 2022 | $172,015 | — | — | — | — |