Plan Snapshot
- Plan Sponsor: Eye Surgeons Associates, P.C.
- Sponsor EIN: 421160748
- Sponsor Address: 777 TANGLEFOOT LANE, BETTENDORF, IA, 52722
- Plan Type: 401(k)
- Total Participants: 132
- Total Assets: $27.5M
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. |
|---|---|---|---|---|
| 2024 | 132 | $27.5M | $368,642 | $802,672 |
| 2023 | 140 | $24.2M | $351,941 | $742,873 |
| 2022 | 129 | $20.4M | $343,513 | $734,751 |
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 |
|---|---|---|---|---|
| INVESTMENT CONSULTING GROUP INC | INVESTMENT ADVISOR | $19,614 | — | $19,614 |
| EMPOWER ANNUITY INS CO OF AMERICA | RECORDKEEPER | $15,879 | — | $15,879 |
| BROOKE CLINE & ASSOCIATES, LLC | CONTRACT ADMIN | $12,352 | — | $12,352 |
| BT&CO., P.A | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- BT&CO., P.A — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $47,845
- Estimated Expense Ratio: 0.174% 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 | $37,909 | — | — | — | — |
| 2023 | $32,457 | — | $32,457 | — | — |
| 2022 | $32,347 | — | $32,347 | — | — |