# Eye Centers Of America, LLC 401(k) Plan
Source: https://planprovider.pro/companies/eye-centers-of-america-llc-plan

> Eye Centers Of America, LLC's 401(k) plan: 363 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Eye Centers Of America, LLC

- **Sponsor EIN:** 273654710

- **Sponsor Address:** 1255 BROAD ST., SUITE 104, BLOOMFIELD, NJ, 07003

- **Plan Type:** 401(k)

- **Total Participants:** 363

- **Total Assets:** $15.1M

## Key Plan Design Features

- **Auto-Enrollment:** No

- **Auto-Escalation:** No

- **Allows Roth Contributions:** Yes

- **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|363|$15.1M|$0|$1.7M|

| 2023|375|$12.2M|$0|$1.4M|

| 2022|329|$9.0M|$7|$1.0M|

## 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|

| SFI ADVISORS, LLC|INVESTMENT/FINANCIAL ADVI|$53,328|—|$53,328|

| TRANSAMERICA RETIREMENT SOLUTIONS|RECORD KEEPER|$26,468|—|$26,468|

| GELTRUDE & CO, LLC|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [TRANSAMERICA RETIREMENT SOLUTIONS](https://planprovider.pro/provider/transamerica) — RECORD KEEPER

- [GELTRUDE & CO, LLC](https://planprovider.pro/provider/geltrude-and-company-llc) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $79,796

- **Estimated Expense Ratio:** 0.527% 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|$79,796|$53,328|—|—|—|

| 2023|$57,307|$38,163|—|—|—|

| 2022|$22,725|$17,105|—|—|—|

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