Plan Snapshot
- Plan Sponsor: Eye Physicians Of Florida
- Sponsor EIN: 352308681
- Sponsor Address: BOX 318-1319 N UNIVERSITY DR, CORAL SPRINGS, FL, 33071
- Plan Type: 401(k)
- Total Participants: 174
- Total Assets: $25.6M
Key Plan Design Features
- Auto-Enrollment: Yes
- 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 | 174 | $25.6M | $441,079 | $1.1M |
| 2023 | 167 | $23.1M | $435,300 | $1.1M |
| 2022 | 173 | $21.6M | $423,884 | $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 |
|---|---|---|---|---|
| LEONARDO & COMPANY | 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 | $27,101 | — | $27,101 | — | — |
| 2023 | $26,744 | — | $26,744 | — | — |
| 2022 | $26,625 | — | $26,625 | — | — |