Plan Snapshot
- Plan Sponsor: Eye Associates Of Lancaster, Ltd.
- Sponsor EIN: 231934764
- Sponsor Address: 1254 LITITZ PIKE, LANCASTER, PA, 17601
- Plan Type: Health & Welfare
- Plan Number: 501
- Total Participants: 37
- Total Assets: $28,955
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. |
|---|---|---|---|---|
| 2025 | 37 | $28,955 | $0 | $0 |
| 2024 | 32 | $23,788 | $220,866 | $55,304 |
| 2023 | 31 | $23,570 | $216,102 | $39,296 |
| 2022 | 37 | $30,536 | $172,761 | $51,926 |
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 |
|---|---|---|---|---|
| THE BENECON GROUP, LLC | Investment Advisor | $25,474 | — | $25,474 |
| PCI (PA CHAMBER INSURANCE) | Investment Advisor | $7,924 | — | $7,924 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $33,398
- Estimated Expense Ratio: 115.345% 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 |
|---|---|---|---|---|---|
| 2025 | $303,101 | — | — | — | — |
| 2024 | $334,088 | — | — | — | — |
| 2023 | $307,493 | — | — | — | — |
| 2022 | $244,793 | — | — | — | — |