# Everett & Hurite Ophthalmic Association 401(k) Plan
Source: https://planprovider.pro/companies/everett-hurite-ophthalmic-association-plan

> Everett & Hurite Ophthalmic Association's 401(k) plan: 94 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/grossman-yanak-and-ford-llp) — 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|—|—|—|

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