# Eye Surgeons Associates, P.C. 401(k) Plan
Source: https://planprovider.pro/companies/eye-surgeons-associates-p-c-401k-plan

> Eye Surgeons Associates, P.C.'s 401(k) plan: 132 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/bt-and-co-pa) — 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|—|—|

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