Plan Snapshot
- Plan Sponsor: Essilorluxottica Usa INC.
- Sponsor EIN: 863625314
- Sponsor Address: 12 HARBOR PARK DRIVE, PORT WASHINGTON, NY, 11050
- Plan Type: DB
- Total Participants: 3,942
- Total Assets: $723.1M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 3,942 | $723.1M | $15.0M | $0 |
| 2023 | 4,281 | $730.4M | $0 | $0 |
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 |
|---|---|---|---|---|
| ALIGHT SOLUTIONS LLC | Recordkeeper | $682,487 | — | $682,487 |
| AON INVESTING CONSULTING | Other Service Provider | $390,399 | — | $390,399 |
| AON CONSULTING | Actuary | $178,774 | — | $178,774 |
| US BANK | Custodian / Trustee | $109,525 | — | $109,525 |
| KEATING MUETHING & KLEKAMP PLL | ERISA Attorney | $81,343 | — | $81,343 |
| STATE STREET GLOBAL ADVISORS TRUST | Investment Advisor | $30,554 | — | $30,554 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- ALIGHT SOLUTIONS LLC — Recordkeeper
- KEATING MUETHING & KLEKAMP PLL — ERISA Attorney
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $1,473,082
- Estimated Expense Ratio: 0.204% of plan assets
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 | $3,120,899 | $420,955 | $740,097 | — | — |
| 2023 | $3,187,416 | $415,727 | $954,124 | — | — |