Plan Snapshot
- Plan Sponsor: Everett & Hurite Ophthalmic Association
- Sponsor EIN: 251253504
- Sponsor Address: 1835 FORBES AVENUE, PITTSBURGH, PA, 15219
- Plan Type: 401(k)
- Total Participants: 94
- Total Assets: $16.4M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- 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 | 94 | $16.4M | $519,916 | $470,175 |
| 2023 | 83 | $14.5M | $498,487 | $434,572 |
| 2022 | 84 | $11.9M | $391,563 | $380,448 |
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 |
|---|---|---|---|---|
| GROSSMAN, YANAK & FORD | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- GROSSMAN, YANAK & FORD — 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 | $39,133 | $39,133 | — | — | — |
| 2023 | $32,304 | $32,304 | — | — | — |
| 2022 | $30,999 | $30,999 | — | — | — |