Plan Snapshot
- Plan Sponsor: Eye Associates Of Southern Indiana
- Sponsor EIN: 351995025
- Sponsor Address: 302 W. 14TH STREET, JEFFERSONVILLE, IN, 47130
- Plan Type: 401(k)
- Total Participants: 164
- Total Assets: $10.0M
Key Plan Design Features
- Auto-Enrollment: No
- 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 | 164 | $10.0M | $333,019 | $655,656 |
| 2023 | 167 | $10.9M | $294,806 | $590,225 |
| 2022 | 161 | $8.5M | $276,898 | $523,881 |
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 |
|---|---|---|---|---|
| CHERRY BEKAERT LLP | Auditor | — | — | $0 |
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 | $88,183 | $56,661 | $26,242 | — | — |
| 2023 | $71,944 | $46,348 | $21,198 | — | — |
| 2022 | $68,650 | $37,490 | $29,964 | — | $1,196 |