Plan Snapshot
- Plan Sponsor: Eye Clinic Of Wisconsin, S.C.
- Sponsor EIN: 391093716
- Sponsor Address: 800 NORTH FIRST STREET, WAUSAU, WI, 54402
- Plan Type: DC
- Total Participants: 222
- Total Assets: $27.9M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: Yes
- 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 | 222 | $27.9M | $1.0M | $867,178 |
| 2023 | 216 | $26.8M | $953,481 | $759,482 |
| 2022 | 222 | $24.1M | $939,914 | $712,686 |
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 |
|---|---|---|---|---|
| HAWKINS ASH CPAS, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- HAWKINS ASH CPAS, 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 | $109,264 | — | $108,861 | — | — |
| 2023 | $96,754 | $51,690 | — | — | — |
| 2022 | $103,478 | $48,673 | $54,805 | — | — |