Plan Snapshot
- Plan Sponsor: Eye Surgeons Of Indiana, P.C.
- Sponsor EIN: 352020403
- Sponsor Address: 9202 N. MERIDIAN ST., SUITE 100, INDIANAPOLIS, IN, 46260
- Plan Type: 401(k)
- Total Participants: 209
- Total Assets: $16.6M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 209 | $16.6M | $395,740 | $796,092 |
| 2023 | 154 | $14.4M | $353,236 | $654,542 |
| 2022 | 125 | $13.3M | $313,802 | $593,524 |
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 |
|---|---|---|---|---|
| KATZ SAPPER AND MILLER LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- KATZ SAPPER AND MILLER 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 | $83,710 | $81,486 | — | — | — |
| 2023 | $75,888 | $72,790 | — | — | — |
| 2022 | $73,906 | $72,370 | — | — | $1,536 |