Plan Snapshot
- Plan Sponsor: Eye Group Of Connecticut, LLC
- Sponsor EIN: 061587636
- Sponsor Address: 4699 MAIN STREET, BRIDGEPORT, CT, 06606
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 20
- Total Assets: $4.8M
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. |
|---|---|---|---|---|
| 2025 | 20 | $4.8M | $0 | $0 |
| 2024 | 16 | $4.0M | $114,353 | $111,447 |
| 2023 | 16 | $4.1M | $110,801 | $89,470 |
| 2022 | 13 | $3.5M | $79,403 | $96,398 |
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 |
|---|---|---|---|---|
| TRIVIUM POINT ADVISORY, LLC | Investment Advisor | $11,022 | — | $11,022 |
| NATIONWIDE | Recordkeeper | $5,998 | — | $5,998 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $17,020
- Estimated Expense Ratio: 0.358% 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 | $80,987 | — | — | — | — |
| 2024 | $733,398 | — | — | — | — |
| 2023 | $52,175 | — | — | — | — |
| 2022 | $13,131 | — | — | — | — |